Retirement Planner

Service Description

Retirement Planning involves the accumulation of capital and income to meet your needs and goals in retirement years. Retirement means no longer having to work and rely on earned income. Retirement Planning Process 1. Obtain current financial position utilizing forms as provided by John Costen for client input: · Net Worth Statement (personal) being assets and liabilities · Monthly/annual lifestyle expenditures · Estimated retirement income (after estimated income taxes) 2. Provide client with written retirement considerations. 3. Review retirement needs and goals as identified and prioritized by client on a questionnaire provided by John Costen. 4. Comment on financial strengths and weaknesses of current financial position and provide strategies on how to potentially attain retirement needs and goals. Note: This is a single purpose financial plan for a fee. No financial products are being sold. ​Working with you to provide strategies on how to potentially attain your retirement needs and goals. Retirement Plans start at $ 900.