Our clients have gained benefit from our RETIREMENT BLUEPRINT service.
We offer this special service that includes:
- “From Puzzle to Blueprint Scorecard”: questions about your retirement that no one has asked you about, yet!
- A Portfolio Diagnostic
- A Product Allocation Analysis:
- A Personal Financial Plan that is based on our licensed software:
- An Old Age Security Clawback analysis:
- A Probate Fee analysis:
- A Powers of Attorney discussion:
- A Nursing Home Insurance discussion:
- A Will Planning Workbook provided for your review and completion: