|
|
|
Personalized
Retirement Consultations
Occasionally, some hopeful retirees also wish to also tap our minds for more personalized consultations customized to suit their
individual needs. Should
you find that you need additional help
crunching your own numbers and applying our information to your own unique situation,
our staff would be happy to help! For a one-time service fee of $389, our personalized
consultations include all of the following features and more:
- Evaluation of a customized
questionnaire you will complete that will consider how much you expect to
have, how much you will need annually, how inflation will figure in, how much
more you will need to save each year, etc;
- Creation of a printed (and
electronic) spreadsheet that will illustrate up to 20 years worth of
possible/editable data concerning your net worth if you follow the plan and
adjust it annually for inflation with or without additional savings.
- Complete explanations of all
write-ups, charts, figures, etc; in simple language to use as a supplemental
guide.
- A question/answer account
whereby you can communicate via email with the representative assigned to your
project
- The completion of a formal
retirement plan proposal sent to your home address at the conclusion of our
consultation.
|
|
|