Retiring FITT SystemTM

Implementation Planning

Retirement Roadmap

Early Planning

Budget and Spendingin Retirement

Cash Flow

Beneficiaries

Your Personal/Family Legacy

RefiningPurpose

LegacyDrawer

Gov.Pensions

Impact ofPrevious orFuture Divorces

AdvancedPlanningConcerns – 72t and NUA

Early Retirement – Planned

Early Retirement – Unplanned

Passing Wealth toNext Generation,Charity or College

LongTerm CareInsurance

401(k)

Work AfterRetirement

SpecificImplementationDetails

Goal Setting andResolving Conflict

SocialSecurity

PensionAnalysis

TaxPlanning

HealthInsurance

LifeInsurance

FinancialResources

Risks in RetirementBeyond Market Losses

Purpose inRetirement

Detailed Planning Post Planning

There are check-ins every step of the way to help reassess and meet your goals.

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.Address: 1550 W. Bay Area Blvd., Ste. 101, Friendswood, TX 77546. Phone: 281.990.7100