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RETIREMENT PLANNING

RETIREMENT PLANNING FINANCIAL SERVICES

"I am going to retire within the next 5 years or so, and want an advisor to help me prepare for and guide me through retirement."

Our Retirement Financial Planning Services Include:

  • A free, no obligation 30 minute introductory meeting via phone or video chat (like Zoom or Google Meet) to see if we are best suited to serve you
  • 4-8 meetings per year in the first 1-2 years depending on the complexity of the situation
  • Annual reviews with semiannual or quarterly check up during following years
  • Reasonable, ongoing access to your financial planner
  • Comprehensive financial analysis of:
    • Net worth
    • Budgeting and cashflow
    • Retirement income planning and withdrawal strategies
    • Saving for college or the futures of children and grandchildren
    • Investment allocation
    • Insurance planning and risk management
    • Tax reduction planning
    • Estate planning services
  • Investment portfolio management
  • Ongoing financial planning and advisement
  • Access to financial organization and management software and tools

Based upon the complexity of your situation and the responsibilities delegated to us.
This service is best suited for individuals or families with a minimum net worth of $1 million.
Clients may choose to deduct fees for service from their investment accounts, or may pay directly.

SCHEDULE AN INTRODUCTION

10 Matthew Street, Lower Level | Goshen, NY 10924
© Great Path Financial Planning | Disclosures | Customer Relationship Summary

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Semitam Bonam LLC d/b/a Great Path Planning (“Great Path”) is a registered investment adviser with the United States Securities and Exchange Commission offering advisory services in the State of New York and in other jurisdictions where exempted.Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Great Path, unless otherwise specifically cited.Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.