OBTAIN A FREE RETIREMENT ANALYSIS

Retirement planning

Are You Retirement Ready?

What are the answers to the following questions?:

  1. Will I outlive my money or will my money outlive me?
  2. If I live to be 100, will I have enough money?
  3. If I have a retirement shortfall, what options do I have?

Find out the answers to these questions and more by obtaining a Free Retirement Analysis from Legend Financial Advisors, Inc.®

To learn how to maximize your retirement readiness, please call (412) 635-9210 to schedule a meeting to obtain a Free Retirement Analysis.

Specifically, the Free Retirement Analysis may include the following:

  1. A basic retirement income analysis (one-time, single scenario).
    1. Review a personal annual withdrawal rate based on actual cash flow needs.
  2. A basic net worth statement
    1. That summarizes assets and liabilities.
  3. A basic social security projection (for one of the following)
    1. Age 62.
    2. Your full retirement age according to the social security administration.
    3. Age 70.
  4. Have a discussion of IRA Rollover options.
  5. Have a big picture discussion of investment allocation needed to address long-term retirement cash flow goals.