RETIREMENT PREP & PLAN
We design retirement income strategies, navigate social security and healthcare decisions and leave a lasting legacy
SERVICES INCLUDE:
Incorporating and navigating your hobby career
Help designing your ideal retirement lifestyle
Staying on track throughout your retirement
Social Security Optimization
Healthcare & Medicare Education and access to professional review
Long-Term Care Considerations
Run financial planning strategies for the various retirement options, ensuring you have enough saved
Retirement test run (stop saving and start spending before you retire)
Designing a tax efficient income with your tax professional and distribution strategy to provide for your “retirement paycheck” (how much should you take and from which accounts)
Partner with your CPA or tax professional on tax saving strategies
What you can expect from us
Should you choose to meet with our team at Mackeson Advisory, we want you to experience the difference firsthand. We take three meetings to help define your life goals, gain a better understanding of where you're at now and design a plan for going forward. Our initial meetings are always confidential and complimentary.
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AMBASSADOR CALL
No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.
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INITIAL MEETING
We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan.
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CUSTOM PLAN DESIGN
With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments
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RECOMMENDATIONS
Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances.
Let’s Talk
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