Whether you’re five years, or twenty years away from retirement, we’ll help guide you through the steps for your retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that may be the most advantageous for you as you prepare for your life past employment.
Our 7 step financial planning process may involve:
- Portfolio Risk Review
- Fee Analysis
- Tax Considerations*
- Accumulation/Distribution Planning
- Social Security Maximization
- Insurance Check-up: Life, Long Term Care, Disability, Health
- Estate Planning/Beneficiary Review
*Horizon Capital Advisors and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.
