fpPathfinder

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

What Issues Should I Consider Before I Retire?

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Interactive Checklist Created with Sketch.

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows:

Cash Flow Issues
Health Insurance Issues
Asset & Debt Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Updated for 2020

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“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
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— Steve, an advisor in Ohio
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
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— An advisor in Texas
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