Todd Calamita, CFP®'s Linkedin Analytics

Have you diligently saved $1 million (or more) in retirement savings, but have questions? As a comprehensive financial planning firm, we specialize in helping people over age 50 retire successfully - reduce taxes, invest smarter and optimize income. Chat with a Certified Financial Planner® What you will receive? → Know where you’re at now (Financial Summary) → Know when you can retire (Cashflow Analysis) → Free Game Plan (Primary Action Steps) Step 1: Discovery Chat A no-obligation 20 minute conversation with a Certified Financial Planner® to: 1. See if we're the right fit for you 2. Tell us what's on your mind 3. Understand your goals No hard sell. No pressure. Step 2: Free Assessment Excellent, we're a match! Next, we'll create you a personal retirement assessment (for free). This will include: 1. Core Four Analysis™: Cash Flow, Tax Planning, Investment Positioning and Estate Preservation 2. Modeling key 'what-if ' scenarios 3. Projected income forecasting 4. Your next actions steps  Step 3: Your Journey Begins We'll work with you step-by-step to retire successfully.  We will provide expert guidance for this journey, including: 1. Creating a strategy for a reliable income stream from your retirement savings. 2. Reviewing your financial plan and personal circumstances to maintain the optimum path to get there. 3. Manage your risk minimization strategy 4. Provide ongoing tax planning to minimize taxes throughout retirement. A link to schedule a brief introductory call can be found here: https://calendly.com/calamitawealthmgmt/brief-introductory-conversation