Retirement Check-Up
This plan is perfect for people who want to firmly answer the question, “Have I saved enough for retirement?”
What You Get:
You get two meetings with Dave
and between-meeting work to create your:
- Customized RightCapital Retirement Plan to give you an accurate picture of your retirement finances beyond what’s available with free online calculators.
Together We Will
Create multiple retirement plan scenarios that look at the impact of varying your age of retirement and spending in retirement.
Incorporate the goals that matter the most to you such as traveling to places you never had the time or money to visit in the past, passing money along to children or pursuing other passions and interests.
Determine your best retirement account withdrawal strategy and best Social Security claiming strategy to make the most of the wealth you’ve accumulated.
What It Costs:
$1,500 – $2,000
• Plan pricing is based on the complexity of your financial situation. Complexity increases with the addition of elements such as real estate investing or owning one or multiple businesses.
• Ongoing support to help you implement your plan is available beyond this two meeting package at a discounted hourly rate of $240/hour.
