Retirement Planning Retirement is one of the most significant transitions in your life. How will your lifestyle be impacted? What will you do with your remaining lifetime? The many aspects of this major transition can be overwhelming.Transition Planning can help you methodically consider the critical details so you can make informed decisions for a more positive outcome potential. These are the services offered:Discussion of retirement date and lifestyle goalsReview of employer retirement benefitsDeferred Compensation PlanStock Option StrategyPension Payout Option Analysis401(k), 403(b), 457 Plan, etc. optionsOther Key Employee BenefitsHealth Insurance ReviewDetermination of optimal Social Security Income start dateSummary of all Income SourcesDiscovery of Values-based Goals (Who do you want to benefit and how? What do you want to happen?)Summary of Prioritized Goals withTime frameMoney neededFeasibility Analysis for achieving goalsExisting Portfolio Asset AllocationInvestment Risk AnalysisCurrent Balance SheetAsset Ownership ReviewBeneficiary Designation ReviewAnalysis of current situation (What may happen without changes?)Consideration of special needs (Parents, Children, Grand-Children, Health Issues, etc.)Discussion of Income Tax Control OptionsProposed Investment Policy StatementEvaluation of options for Transitioning Out of a BusinessPlanning ahead several years in advance of this important transition can produce a more positive experience. No matter where you are in the process, some professional input can be helpful. You may also have friends or relatives who could benefit from these services.To more clearly see how this major life transition will profoundly impact your retirement goals and lifestyle, complete the secure, interactive financial planning tool. Let's get started today!