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What do you want out of retirement?
We want to help you discover your ideal lifestyle — then help you work toward it.
Our Retirement Lifestyle Maximizer™ is designed to help you discover the things you want to achieve in retirement so we can create a clear plan to help make them happen.
We start by exploring the life you want to create. We’ll talk about your goals and expectations before examining your current financial situation. This will become the foundation for your retirement strategy.
Here is what our Retirement Lifestyle Maximizer™ includes:
- Retirement Analyzer—Will you have enough income to last through retirement?
- Morningstar Market Reports—Research illustrating your investment performance vs others in the same sector providing you with a benchmark
- Fee Analysis—You will know exactly how much your investment advice and current financial experience is costing you
- Social Security Report—Pinpoint the best time for you to start your Social Security benefit to maximize results
- Riskalyze—Proprietary planning tool to determine your level of risk and make sure you are not taking more risk than you are comfortable with
- Financial and Income Plan—Utilizing these tools we will help us prepare a broad overview of what your plan will look like
At John Navin & Associates, we want to empower our clients to make informed decisions on things that impact their financial, personal and physical lives.
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