Is a holistic Financial Planning program offered exclusively to our clients aged 58 and older of Vista Partners. The goal of the program is to provide you a clearly defined financial road map. Through this program, we will assist you in charting a course of action to pursue your “retirement vista.”
As you approach retirement, there are many factors to consider:
• Retirement Age and Longevity
• Social Security Strategy
• Pension Income
• Retirement Income Strategy
• Sustainable Spending Budget
• Tax Strategies
• Medicare
• Health Care Cost Analysis
• Long –Term Care
• Legacy/Estate Planning
