fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Picking the Right Resources to Share with Your Retired Clients


How Advisors Use The Checklists and Flowcharts, Getting Started, Marketing, Planning Management

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those issues that need to be considered go beyond their retirement account. With each client situation being different and the rules and regulations always changing, it can be overwhelming to structure a systematic way of uncovering planning issues for your clients.

To help you prepare, fpPathfinder designed “Resources To Consider Sharing With Retirees” to help ensure you have the right resources to quickly answer questions and to identify additional planning opportunities.

Retirement planning is stressful for clients. Showing your clients that you are working in a systematic way helps to establish trust in you as their advisor, and gives them the confidence to move onto the next step in their life.

Review the flowchart and then review your client list to see if there are additional planning opportunities you can bring to their attention. Then, keep this flowchart on hand as your retirement conversations evolve.

Download PDF version of this flowchart

 

Quick links to the resources referenced:

What Issues Should I Consider Before I Retire?

What Issues Should I Consider If I Lose My Job?

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Should I Change My Medicare Coverage During Open Enrollment?

Will My Social Security Benefits Be Reduced?

Am I Eligible For Social Security Benefits As A Surviving Spouse?

Will I Avoid The Social Security Windfall Elimination Provision?

Can I Make A Deductible Contribution To My HSA?

Will The Distribution From My HSA By Tax & Penalty-Free?

What Issues Should I Consider When Reviewing My Investments?

Can I Do A Qualified Charitable Distribution From My IRA?

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

Should I Consider Doing A Roth Conversion?

Issues To Consider In A Client Annual Meeting

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
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