Schedule a Retirement Strategy Consultation
Retirement creates important financial decisions, and those decisions are often easier when you have a clear process and someone to help you evaluate your choices.
Who a Consultation Is For
A retirement strategy consultation is designed for individuals and couples who are:
- Within several years of retirement
- Preparing to claim Social Security
- Concerned about creating dependable income
- Already retired and taking withdrawals
- Worried about market risk
- Interested in reducing future tax exposure
- Concerned about inflation
- Evaluating long-term care options
- Unsure whether their current strategy is still appropriate
What We Will Discuss
Your consultation may include a review of:
- Retirement goals
- Expected retirement expenses
- Social Security and pension income
- Investment and retirement accounts
- Existing annuities or insurance policies
- Income gaps
- Market risk
- Liquidity needs
- Inflation concerns
- Tax considerations
- Long-term care planning
- Spousal and beneficiary protection
What to Bring
To make the conversation more productive, consider bringing:
- Recent retirement and investment statements
- Social Security benefit estimates
- Pension information
- Life insurance or annuity statements
- A general monthly expense estimate
- Recent tax returns
- A list of your most important questions
You do not need to have everything perfectly organized before meeting.
No Pressure — Just a Clearer Understanding
The purpose of the initial consultation is to understand your situation and determine whether additional planning may be helpful. You should never make a financial decision you do not understand.
Take the Next Step
Retirement may last longer than many people expect. A thoughtful strategy can help you prepare for income needs, market changes, taxes, inflation, healthcare costs, and the financial needs of a surviving spouse.
Complete the form below or call us to schedule your retirement strategy consultation.
Tell us what concerns you most about retirement. We will contact you to schedule a conversation and discuss whether our planning process may be helpful.
- (602) 448-0263
- jay@nationalplanningassociates.com
- 1444 S Belcher Rd #164, Clearwater, FL 33764
- Hours: Monday–Friday, 10am–5pm
What Retirement Question Is Most Important to You?
Tell us what concerns you most about retirement. We will contact you to schedule a conversation and discuss whether our planning process may be helpful.