WHEN?

The duration of this step is dependent upon how quickly you are able to provide all requested information to us.

WHAT’S INVOLVED?

With your financial goals in mind, we are analyzing your resources and building a comprehensive plan that addresses your goals.

WHAT IS BARR ASSOCIATES DOING?

We are organizing your current financial picture into an easy-to-understand summary. Next, we will examine your spending to understand what lifestyle your assets, pensions, and Social Security will support. We will then analyze your pension options to help in determining which option may be best for your situation and determine if a Pension Maximization strategy is appropriate for you.

WHAT IS NEEDED FROM ME?

We appreciate your patience as we put your plan together. One or more of our staff members may contact you to obtain missing or more detailed information, if necessary.

WHAT’S NEXT?

The completed plan will be presented to you at the next appointment. The next appointment is typically held 2-4 weeks after the Gather step has been completed.