Retirement Income Review
Book a free Retirement Income Review
A call by phone or video to look at where you are, where you want to be, and whether an annuity belongs in the plan. No cost and no pressure.
What we'll cover
- Your savings: 401(k)s, IRAs, CDs and anything else set aside for retirement
- Your Social Security estimate and the best age to claim
- The income you'll need each month, and the gap, if any
- How much risk you're comfortable with, and how soon you'll need the money
What to have ready
- Your most recent 401(k), IRA or annuity statements
- Your Social Security estimate from your my Social Security account at ssa.gov
- A rough idea of your monthly expenses
What happens after
If an annuity fits, I'll send you my suggestion in writing, with what it costs and how it works. You decide on your own timeline. If it doesn't fit, I'll tell you that too.