Find your financial fit:
reach your financial goals
A Breakdown of Our
Most Popular Offerings
Here at Navigating the Retirement Red Zone, we offer a range of financial planning services designed to empower you and take control of your financial future. Whether you're just starting out or nearing retirement, we have a strategy that fits your needs and budget.
Choose your offer
Understand Your Financial Situation Consultation
- A comprehensive review of your income, expenses, assets, and liabilities
- Insights into your risk tolerance and investment preferences.
- A basic financial analysis outlining your strengths and areas for improvement.
- General recommendations for tax minimization planning, retirement readiness, and debt management.
- A simplified financial plan with high-level goals and a suggested timeline.
Ideal for individuals seeking a clear picture of their financial health.
No Minimum Assets Required.
Retirement Planning Consultation
- A detailed analysis of your retirement goals, including desired lifestyle and income needs.
- Retirement income projections to see if you're on track.
- An evaluation of your current investment portfolio to ensure it aligns with your goals.
- Risk tolerance assessment and adjustments to your plan if needed.
- A clear roadmap with actionable steps to achieve a comfortable retirement.
- Strategies to maximize your Social Security benefits.
- Guidance on long-term planning to address future challenges and opportunities.
Ideal for individuals planning for retirement or wanting to fine-tune an existing plan.
$250,000 Min. Documented Investable Assets Required.
OUR MOST POPULAR OFFER
Comprehensive Financial Planning
- A deep dive into your financial situation, encompassing income, expenses, assets, and liabilities.
- Collaborative goal setting to define your short-term and long-term financial aspirations.
- A customized investment strategy tailored to your risk tolerance and objectives.
- A personalized retirement plan to help ensure a stable and comfortable retirement.
- Tax optimization strategies to help minimize your tax burden and maximize returns.
- Guidance on maximizing your Social Security benefits.
- Long-term planning to proactively address future challenges and opportunities.
- Estate planning guidance to protect your assets and help ensure a smooth wealth transfer to your heirs.
- Regular reviews and adjustments to your financial plan to keep you on track.
Ideal for individuals seeking a complete and ongoing financial planning strategy.
$400,000 Min. Documented Investable Assets Required.