As You Retire


  • A CFP® CKA® Partner to support, encourage, educate, and help you gain confidence in all financial decision making
  • Regular communication to monitor status
  • Proactive follow up and timely problem resolution from friendly and knowledgeable support staff
  • A cloud-based, 24-7 accessible and secure place to store and display comprehensive financial information for clarity
  • Holistic review of Values, Goals, and Objectives
  • Risk tolerance analysis
  • Comprehensive Financial Planning update, account aggregation, document vaulting, display, and monitor
  • Retirement Plan Analysis
  • Budgeting tools and capabilities
  • Distribution / Required Minimum Distribution Strategies
  • Net Unrealized Appreciation review / strategies
  • Debt management strategies   
  • Mortgage review, analysis, and education
  • Life insurance review / solutions
  • Social Security review / strategies
  • Life insurance review / solutions
  • Long-term care review / solutions
  • Gifting Strategies
  • Restricted / concentrated stock option review / strategies
  • Special needs analysis
  • Comprehensive life-events planning (ex. marriage, home purchase, children, college savings plan, etc.)
  • Coordination and support for life transitions (ex. death, divorce, etc.)
  • Tailored Investment Management that supports your Values, Goals, and Objectives
  • Market and economic updates, newsletter, timely information
  • Quarterly videos of our Viewpoint YouTube Channel
  • Referrals to tax, legal, mortgage, and other professionals as required