Pre-Retirement Planning

Customized Financial Planning for Pre-Retirement Years

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Pre-Retirement Planning Lexington, Kentucky


Those who are in the full swing of work and family life will want to purchase our Pre-Retirement Plan. These are often the highest earning years, from age 45 to 65, and so it is crucial to carefully coordinate advisers. There's typically a 15-20 year gap until children leave their parents' payroll, so we'll include a checklist for the next decade-plus to help these clients secure retirement while wrapping up the parenting stage. We will also help clients centralize all accounts and financial documents in our eMoney software. 

The Pre-Retirement package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.

Package Fee: $100/mo.

Services provided include:

  • Discussion of your financial priorities
  • Statement of assets and liabilities
  • Debt review
  • Employee benefits review
  • Emergency savings review
  • Saving & spending analysis
  • Major purchase review
  • Healthcare review
  • Income protection analysis
  • Survivor needs analysis
  • Life expectancy calculator
  • Long-term care analysis
  • Pre-retirement cash flow review
  • Post-retirement cash flow review
  • Review of retirement assets
  • Investment allocation plan
  • Income tax review
  • Action checklist

Optional add-ons for this package include:

  • Education funding review (funding options, college expense report, gifting options): $300
  • Estate planning review: $1,000
  • Charitable gifting plan: $400

Get started now! Fill out the simple form below and one of our qualified advisors will contact you.

*Please note: Services are currently offered only in the state of Kentucky.