For someone wanting a comprehensive plan covering all aspects of their financial life through retirement and including an integrated estate plan
- Includes everything from Basic and Retirement Income Plan + the following:
- Monte Carlo and Probability Analysis & Stress Test on all stated goals
- Retirement Lifestyle Assessment - using the Retirement Dimensions™ Tool
- Detailed Insurance Analysis - Life, Disability, Critical Illness, Long-Term Care Policies and Estate Preservation Policies will be reviewed for appropriateness and adequacy.
- Estate Plan - an integrated review of your Wills, Powers of Attorney, Trusts and Life Insurance Strategies to ensure consistency with your financial plan and stated goals.
- Coordination with other professional advisors when required (lawyers, accountants etc.)
- Eldercare Issues Planning explored
- Specific recommendations with action steps
- Plan includes up to two revisions and a full review after 1 year