Road to Retirement Planning

Preparing for retirement, both financially and emotionally, is a major concern for many people. While dealing with any major financial component of your life requires some understanding of your overall financial situation, this service focuses primarily on retirement-related issues.

We analyze your current resources, savings options and investment portfolio structure in the context of your retirement goals. We then develop strategies to reach your goals or, alternatively, modify your goals toward more realistic options. We strive to provide a risk managed approach designed to generate sustainable lifetime cash flow in almost any market conditions.

We expect this service to consume 5-8 hours of discussion and analysis with costs typically in the $875-$1750 range. For more information about retirement planning in the greater Chicago, IL area, please contact us.