Pre-Retirement Refinements

Preretirement Checklist

On the brink of your retirement, you deserve to feel prepared and confident in the financial plan that you have laid out for the coming years. Take advantage of our Eagle Wealth consultants’ years of expertise to calibrate your own retirement plan so that you’ll be ready when the time comes. We have helped over 300 families in Atlanta and the Southeast, developing a tried-and-true approach to financial planning that simultaneously anticipates the unexpected and guarantees you a secure lifestyle for the days ahead. You don’t have to navigate retirement planning on your own — when you turn to Eagle Wealth Consulting, you will be welcomed with open arms and offered valuable advice that benefits your long-term financial situation.

Identify Red Flags

While you may already have a retirement plan in place, it is incredibly helpful to have a second opinion from our team of financial experts. Drawing on our wealth of experience, we have the discerning eye necessary to foresee long-term issues or complications that may arise given your current arrangements. What is more, we can round out your retirement plan to include aspects you may have not yet considered, whether it be income optimization, boosting your spending budget or enhancing your financial legacy. Our team understands that you have put a significant amount of time and care into your vision for the future and we would be honored to review and fine-tune your retirement plans in accordance with your timeline.

Finalize Your Spending Plan

One of the most important parts of planning for retirement is setting realistic expectations for what the next years of your life will look like. Our highly-trained team will offer insight into the financial and lifestyle changes you’ll be facing, with helpful advice on how to adapt to your shifting circumstances. Of course, throughout the retirement planning process, you will establish a spending budget and determine how to meet your various goals. That being said, it’s important to consider certain expenditures that might become more significant in retirement than they have been before. Health care, travel, and even inflation, for example, may loom larger in your retirement budget than they have in previous years. With an impressive background in retirement planning, our Eagle Wealth Consulting team offers an invaluable perspective when you need it the most.

Discover Our Non-Financial Retirement Tips

When the time comes for you to retire, you will undoubtedly need a solid financial plan, but that’s not all — at Eagle Wealth Consulting, we are passionate about offering comprehensive retirement planning services that cover both essential financial topics and significant lifestyle changes that you’re about to experience. Our team is invested in your long-term happiness as much as we are in your financial security. For that reason, we make a point to discuss the importance of staying connected to your various networks after retirement, striking a healthy balance between leisure and group activities, and more. When it comes to your well-being, we see you as an evolving, hard-working professional and family member, never just another generic client.