Complete Confidence Retirement Plan 1) Determining your dreams and aspirations We first need to lay the foundation for your plan by clarifying your goals.We will be sure to address your fundamental and most basicneeds first. We’ll then determine your passions and what youwant to accomplish during retirement-finally get to thosethings you’ve always wanted to do but couldn’t-until now. 2) Retirement building blocks Once we’ve determined your objectives, we’ll need to shift focus to yourfinances. What is the current state of your financial portfolio? What areyour income needs, and what challenges do you foresee?After we’ve taken an honest look at your current situation,we’ll develop strategies to help you navigate throughretirement with confidence. We’ll address daily livingexpenses, long-term care needs, and liability protection.Every so often we’ll test your plan for worst-case scenarios to make surewe’re being flexible yet realistic. 3) Defining your retirement income After getting an idea for what you’re hoping toaccomplish during retirement, we’ll determine yourneed for income. Establishing a processto help finance your lifestyle will give you confidenceand a sense of control. 4) Legacy planning We know how important your family and community are. Developing aplan for your estate is just as crucial as planning your yearsin retirement. We can collaborate with your attorney andbuild strategies to help your beneficiaries avoid probateand costly tax implications. We can also help you give backto your community through charitable giving.