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THE HOME STRETCH

As 55-year-olds, you are nearing big decisions for retirement preplanning.  Starting 10 years early is a crucial step to making sure you start building your retirement on the right foundation and avoid the major for problems that typically bankrupt anyone with a net worth between 250,000 and $2 million of investable assets.

 

Please schedule an appointment with us by clicking the button above to get on our calendar.

 

WE COME TO YOU, or ZOOM:

We still do house calls, since we've found that's where all the documents live in the back office.  We will do a two hour sit with you at your kitchen table and go through each and every investment during 9 to 5 hours on speakerphone with the company and let you listen to the 15 questions we ask on each and every asset.

 

ARE YOU EXPOSED TO NURSING-HOME LIABILITY?

After performing our financial check up, we will let you know which areas you’re exposed in and use our team of elder law attorneys, asset arotection attorneys,  and tax professionals in unison with your Retirement Planner that came out to visit with you.  We will refer you to the right person to address each unseen issue  and assist you if there is any need to reposition some of your assets in a wise and strategic fashion with an Asset Protection Trust.

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IS EARLY RETIREMENT AN OPTION AT WORK?

Are you asking the right questions?

You only get one chance at signing your pension papers at work, and there's no going back once you do. 

 

DO I HAVE ENOGH TO ACTUALLY RETIRE?

Meet with us to do a full Trust Review of Assets and a Financial Assessment of your current Income Statement and Balance Sheet.  There are a few crucial situations you want to be prepared for, and retiring is just the very first one.

 

PEACE OF MIND BY KNOWING

Our representative will perform a full review of all Trust assets and Non-Trust assets.  A live call will be placed to each carrier of an asset to explore current fees, surrender charges, riders, bonus claw-backs, caps on investment return, as well as participation rate on each annual return rate.  

 

The comment we most often get is:

"No one has ever done such an extensive review like you provide."

Please have the most recent statement (all pages) for each of your investments, stapled, in page order, and the original first statement behind it (if at all possible).

 

Preparation Checklist:

-Checkbook Statement from last month

-Mutual Fund Statements (all pages)

-IRA - His: most recent statement (all pages)

-IRA - Hers:  most recent statement (all pages)

-401k/403b - His:  most recent statement (all pages)

-401k/403b - Hers:  most recent statement (all pages)

-Annuities:  most recent statement (all pages).  Fixed annuities have 1 annual statement an the anniversary. Variable have a quarterly that comes every 3 months (January/April/July/October).

-Life Insurance Policies (please do your best to find ALL policies.

-His Life Policy WORK

-His Life Policy WHOLE LIFE

-His Life Policy TERM

-Her Life Policy WORK

-Her Life Policy WHOLE LIFE

-Her Life Policy TERM

-His ILIT Trust Owned policy

-Her ILIT Trust Owned policy

-His BUY/SELL agreement policy

-Her BUY/SELL agreement policy

-Company Owned Policies on each KEY MAN

-Golden Handcuff C-Suite policies and vesting schedules