It's Perfect For...


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The future retiree who is ready to consider their retirement viability. We’ll do the math so that you can retire with confidence. The many complex factors that influence your ability to retire may seem like a jigsaw puzzle, but we’ll put the pieces together so that you can see the bigger picture.

  • Review of your budgeted income and expenses for a surplus or deficit, and what to do in either case. 
  • Discuss the potential for unplanned wealth eroding factor expenses and determine an appropriate amount to include in your budget.
  • A discussion of your social security benefits and when to take them to maximize your retirement income.
  • A discussion of safe investment income withdrawal rates and the chance of your retirement income success.

Click on the button below to schedule a free meeting with a CFP in Schenectady to begin your financial independence.

Schedule a Free Retirement Readiness Conversation