49 Financial Retirement Checkup


Many people diligently save, but few feel confident they planned thoroughly for all details of retirement. We created 49 Financial® Retirement Check-Up to solve that problem. Through four meetings, we learn what clients want to accomplish financially and analyze their current plan in detail. We remedy gaps and take time to walk through important details related to Social Security, Medicare, asset distribution timing, and tax diversification. By the end of the 49 Financial® Retirement Check-Up , our clients possess the confidence and clarity to launch into retirement with the right game plan. Here is a breakdown of the 49 Financial® Retirement Check-Up:


Step 1: Discovery

The first step in our 49 Financial ® Retirement Check-Up process is to discover where you are financially and relationally. This meeting will focus on understanding your current financial situation, what is going on in your life, and what you desire your retirement and legacy plan to look like.


Step 2: Current Plan Analysis

We start our diagnosis with a one-page summary of all current accounts and investments. We then run a risk analysis on your overall portfolio and evaluate tax implications. Finally, we evaluate the strengths, weaknesses, opportunities, and threats to your position.


Step 3: Strategy Overview

Based on the outcome of the Current Plan Analysis meeting, we spend time walking through tailored solutions to address any gaps in the current plan. To do so, our advisors strategize with the back-end investment analysts to come up with the best plan for you.


Step 4: Recommendation

We finish the check up by delivering to you a full customized plan that we believe will best fit your needs to be able to accomplish your goals. We also walk through a retirement distribution model to maximize every dollar of your savings.


What Does a Retirement Plan Consist Of?

A retirement plan is a lifelong mission that begins the day you start planning. From this day, you contribute a certain amount of money to it on a regular basis. When the time comes to stop working and start retirement, you will receive a steady income at regular intervals from your retirement plan. In order to have a comfortable retirement, it is important to choose the right retirement plan.


49 Financial will help guide you through the best retirement plan for your needs and goals. There are several key categories we consider so we can develop the perfect plan for you:

  • Stocks
  • Bonds
  • Fixed Income
  • Mutual Funds
  • ETFs
  • REITs
  • Traditional IRA
  • Roth IRA
  • SEP
  • Simple
  • 401(k)
  • 529s
  • Deferred Compensation
  • Life Insurance
  • Disability
  • Long Term Care
  • Annuities
  • Retirement Planning
  • Distribution Planning
  • Risk Analysis
  • Tax Planning
  • Asset Protection
  • Estate Planning
  • Charitable Giving
  • Legacy Planning
  • Medicare Planning
  • Medigap Planning
  • Social Security Strategy


We’re Here for You

49 Financial’s advisors are highly qualified in financial planning and have industry leading expertise on retirement. We will work with you to understand your goals until the day you retire. With our comprehensive retirement plan, you’ll have confidence in your future so you can know exactly where you are going and how to get there. Schedule a meeting with one of our trusted advisors today to get started with 49 Financial® Retirement Check-Up!


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