Retirement Planning Preparing for retirement involves a number of decisions, many of which can have a major impact on your ability to enjoy the retirement lifestyle of which you’ve always dreamed. However, with comprehensive planning and the help of a financial advisor, you’ll be better positioned to enjoy a comfortable retirement.At Motz Wealth Management, we can help guide you through the retirement planning process and lead you toward a path of financial wellness. Our retirement planning services include both pre-retirement and in-retirement solutions.Pre-retirement services help you:Determine your retirement income goalsEvaluate your current retirement savings planAnalyze your retirement savings portfolioDiscuss related financial issues, such as debt reduction or paying for a child’s college educationEvaluate all employer-provided executive compensation plansIn-retirement services help you manage the transition to retirement. As you enjoy your retirement, we help you with a range of financial issues, including:Retirement plan distributionsInvestmentsCash flow managementDebt ManagementEstate planningInsurance needs and risk managementTax questionsWith our retirement planning services, you’ll receive:One complimentary consultationA comprehensive and customized financial planOne meeting to discuss plan recommendations and answer any questions you may haveImplementation of the planRegular portfolio reviews (quarterly, semi-annually or annually)The professionals at Motz Wealth Management are here to provide compassionate, balanced advice that will help you enjoy your retirement. Contact us today to schedule your complimentary consultation. Learn more about our Retirement Financial Planning package.