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Retirement Planning

Brant Point LightWhat will you do, when you have more time?

At Waypoint, we define retirement as the next phase of life:  what will you do, after your current working phase of life?

Photography? Travel?  Visit family and friends?  Start a small business?

You may enjoy your work now and see yourself working many more years.  But knowing your options if things change can bring peace of mind.  Knowing what to do to achieve the lifestyle you want in retirement can give you the freedom to make informed decisions about different scenarios.

Do you know how much you’ll be able to spend each year?

We help you plan for the next phase of life.  With a detailed set of topics related to retirement,  we have a structured process to work with you that results in several retirement scenarios.  We’ll show you retirement spending in each scenario.

Topics Covered

  • Family
  • Organizing and Understanding
  • Retirement Spending
  • Longevity
  • Work Characteristics
  • Taxes
  • Inflation
  • Type of Income
  • Health Care Costs
  • Social Security Benefits
  • Investment Risk
  • Monitoring

Our Process: 3 Meetings

  1. Overview of Retirement Concepts, Data Gathering
  2. First Review of Retirement Plan and Scenarios
  3. Final Review of Plan and Decisions

The plan will have different scenarios for you to consider with specific action steps, so you can make informed decisions in preparing for the next phase of life.

Retirement Plan Fee:  $985

You can add additional topics to Retirement Planning to address your other needs.  Please see our All Services page.

To discuss your needs or to arrange a low-key, free initial meeting, please contact us.

 

Retirement Planning is not investment advice, tax advice, or legal advice.


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