CLIENT SERVICE EXPERIENCE

Retirement Income Planning

Whether you wish to travel, splurge on a special purchase or simply maintain the lifestyle you’re currently living without working, you need a plan. Ideally, thinking about retirement should begin as soon as your first paycheck. But we understand this isn’t reality for many people. So, no matter where you are in your journey, Maplewood can help you develop an action plan to get you on track for meeting your retirement goals. Everyone’s retirement wishes and circumstances are different. And we take the time to understand what your perfect retirement looks like in order to: • Estimate expenses based on your anticipated lifestyle at retirement • Determine clear goals for the right balance of investment/social security income and savings as retirement age approaches • Chart clear action steps for set-up and contributions to accounts that will yield the best results for you • Manage assets and risk • Reassess over time to adjust for market/lifestyle changes

4 meetings for Retirement Income Plan

Discovery Consultation

Planning Strategy Session

Planning & Investment Strategy Session

Your Personal Recommendations

6 Steps for Planning Meetings

01.

Examine your wants & needs

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02.

Your Income Needs - "FLO"

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03.

Examine existing resources

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04.

The "What Ifs?"

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05.

Investment analysis

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06.

estate & insurance review

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Interested in Us?

Want to learn more on how Kenneth works and how his service can benefit you, get in touch today