Do you have a retirement plan? Maybe you have a 401K and some savings, which is a great start, but so much more goes into retirement planning. Things like planning for rising healthcare costs, creating an income plan so you don’t have to sacrifice your lifestyle or go back to work, having a forward-looking tax strategy so you aren’t overpaying, and creating an estate plan.
At Beacon, we understand that retirement planning can feel overwhelming, so we offer a FREE Financial Plan Checkup. This comprehensive analysis of your retirement plan will help you determine if you have covered all the important areas of your life and are on the right track to reach your retirement goals. Schedule your FREE Financial Plan Checkup today!