WHEN?

Second appointment.

WHAT’S INVOLVED?

At this appointment, we present the plan to you. Additional appointments may be required as we fine-tune your plan.

WHAT IS BARR ASSOCIATES DOING?

We will present recommendations, which may include a retirement plan, Social Security strategy, insurance analysis and asset allocation. We will explain what your pension retirement estimate numbers mean and how they will influence your retirement decisions. If needed, we will illustrate various retirement years to compare the impact of retiring one year over another. .

WHAT IS NEEDED FROM ME?

We encourage you to ask questions and clarify goals as needed. We also encourage you to express preferences when multiple strategies are presented. At this stage, we will ask that you confirm your information as presented in the plan.

WHAT’S NEXT?

Once we have presented the plan, we will discuss with you what strategies you would like to implement . A follow-up appointment may be necessary .