fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Picking the Right Resources to Share with Your Retired Clients


How Advisors Use The Checklists and Flowcharts, Getting Started, Marketing, Planning Management

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.

Download PDF version of this flowchart

 

Quick links to the resources referenced:

What Issues Should I Consider Before I Retire?

What Issues Should I Consider If I Lose My Job?

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Should I Change My Medicare Coverage During Open Enrollment?

Will My Social Security Benefits Be Reduced?

Am I Eligible For Social Security Benefits As A Surviving Spouse?

Will I Avoid The Social Security Windfall Elimination Provision?

Can I Make A Deductible Contribution To My HSA?

Will The Distribution From My HSA By Tax & Penalty-Free?

What Issues Should I Consider When Reviewing My Investments?

Can I Do A Qualified Charitable Distribution From My IRA?

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

Should I Consider Doing A Roth Conversion?

Issues To Consider In A Client Annual Meeting

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
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