There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those issues that need to be considered go beyond their retirement account. With each client situation being different and the rules and regulations always changing, it can be overwhelming to structure a systematic way of uncovering planning issues for your clients.
To help you prepare, fpPathfinder designed “Resources To Consider Sharing With Retirees” to help ensure you have the right resources to quickly answer questions and to identify additional planning opportunities.
Retirement planning is stressful for clients. Showing your clients that you are working in a systematic way helps to establish trust in you as their advisor, and gives them the confidence to move onto the next step in their life.
Review the flowchart and then review your client list to see if there are additional planning opportunities you can bring to their attention. Then, keep this flowchart on hand as your retirement conversations evolve.
Quick links to the resources referenced: