Retirement Income Planning

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Those in retirement, or within 6 months of retiring, need to carefully plan how they will fund their retirement through the disciplined consumption of their nest egg. A retirement income planning engagement necessarily involves a review of the client’s investment portfolio. In addition to the benefits of an Investment Portfolio Review, an Apropos Retirement Income Plan provides the following benefits:

The retirement funding plan we prepare for you will be 100% tailored to your unique circumstances and goals.

The deliverables for a retirement cash flow planning engagement include:

These deliverables will be thoroughly explained to you in a presentation meeting.

The amount of time we require to formulate a retirement cash flow plan, and therefore the cost of this service to you, will vary depending on the complexity of your investments and retirement plans. You will be provided with a guaranteed fee estimate at the end of our complimentary Get Acquainted meeting.