Do you wonder if you’re on track for a healthy retirement?
We currently offer a Retirement Reality Check assessment to show you how to improve your odds of building a secure, comfortable retirement.
The Retirement Reality Check helps you answer three critical questions:
ARE YOU ON TRACK
We review your current financial picture and determine if the retirement that you want is realistic.
CAN YOU LOWER
We review your accounts and tax information to look for opportunities to lower your taxes now and in retirement.
CAN YOU IMPROVE
We examine your portfolio to ensure that you’re not missing out on any investment opportunities.
How It Works
Initial Phone Meeting
First, we have an introductory call to see if our expertise matches your needs. We then discuss your financial goals and go over the materials we need from you in order to complete the assessment. Finally, we’ll send you all the paperwork we’ll need to get started.
As soon as we get everything we need from you, we then apply our years of financial planning training and experience to your situation to determine where you stand in our three critical retirement areas.
Finally, we meet with you virtually to go over the results of your Retirement Reality Check. During our meeting, we will make recommendations – in plain English – on how you can best reach your financial needs and goals.
At Prana Wealth we don’t believe in high pressure, hard-sell tactics. If we’re not a good fit, we’ll do our best to connect you with another high-integrity financial advisor, shake hands and part ways as friends.
Are We A Good Fit?
We do our best work with:
Professionals Over Age 40
The majority of our clients are professionals and executives with established careers who are actively planning for retirement, if not planning to retire in the very near future.
People Established In Life
Our clients typically have accumulated retirement assets of $400,000 or more (excluding real estate). While they appreciate nice things, they are more interested in creating rich experiences while saving for a secure future.
People Who Want To Delegate The Details
While they control the big decisions, our clients invest in hiring a seasoned professional to help them proactively implement the details so they can spend time on what’s important.