Legacy and Lifestyle: Retirement

Service Description

This 60-minute session is designed to help you prepare for the next chapter of life with confidence. We’ll review your current financial picture and long-term goals, then expand the conversation to include retirement income sources, lifestyle-based expense planning, and Social Security timing strategies. You’ll gain clarity on Medicare, taxes in retirement, and how to protect your legacy through trusts, wills, and estate planning. Whether retirement is near or far, this session ensures your plan supports both your lifestyle and your legacy.