Is Your Retirement On Track?

If you are nearing retirement or already retired, it helps to understand how income, taxes, risk, and fees fit together. Start with a complimentary On Track Retirement Review and see where you stand.

A Plan Is Only Part of the Picture

You've worked hard to save for retirement. But having savings and having a retirement strategy that works for you are not always the same thing.

Our complimentary On-Track Retirement Review gives you an opportunity to discuss your goals, ask questions, and take a closer look at the areas that could affect your retirement.

What Your On-Track Retirement Review Covers

Retirement involves more than just your account balance. Here are six important areas we can help you take a closer look at.

Retirement Income

Will your savings and income sources support the retirement you have in mind?

Market Risk

How could a market downturn affect your investments and retirement income?

Health & Long-Term Care

Have you considered how future health care costs could affect your savings?

Tax Planning

Could taxes affect how much of your retirement savings you get to keep?

Investment Fees

Do you know what you're paying in fees and how those costs add up over time?

Estate & Legacy Planning

Are your beneficiaries and estate planning wishes coordinated with your retirement goals?

three white CCTV cameras mounted on wall

Meet from the comfort of home. Our virtual review process makes it convenient to connect with our retirement team without traveling to an office.

How Your Complimentary Retirement Review Works

Our On-Track Retirement Review is designed to help you understand where you stand and what may need attention. The process is conducted virtually, from the comfort of home, at no cost or obligation.

1. Let's Get Acquainted

Once you request your review, someone from Goldtree will reach out to learn a little about your situation, answer initial questions, and determine whether an On-Track Retirement Review is a good fit.

2. Your Retirement Discovery Meeting

We'll arrange a virtual meeting with our Retirement Team to discuss your retirement goals, review your current strategy, and explore concerns such as income, taxes, market risk, and withdrawal planning.

3. See Where You Stand

Our retirement team will walk you through how your current strategy aligns with your retirement goals, identify potential gaps, and discuss what may be worth keeping, adjusting, or exploring further.

You'll have an opportunity to ask questions, understand your options, and decide what makes sense for your future.

Frequently Asked Questions

What is an On-Track Retirement Review?

An On-Track Retirement Review is an opportunity to take a closer look at your retirement goals and important planning areas, including income, market risk, taxes, health care costs, and fees.

Goldtree will first discuss your situation and help determine whether a review with the Retirement Team is an appropriate next step.

How do virtual retirement reviews work?

Our retirement review process is designed around convenient virtual meetings, allowing you to connect with our team from the comfort of home.

Once you submit your request, Goldtree will reach out to learn more about your situation and help coordinate your review with the Retirement Team. Since retirement planning can involve multiple conversations, meeting virtually makes it easy to stay connected throughout the process, wherever you live.

Is there a cost to request a retirement review?

No. There is no charge to request your complimentary On-Track Retirement Review. If additional services or products are discussed, any applicable costs can be explained before you make a decision.

Request Your On-Track Retirement Review

Complete the short form below. Goldtree Financial Group will reach out to learn more about your retirement goals and discuss whether an On-Track Retirement Review with the Retirement Team is the right next step.

Reviews are available virtually, making it easy to connect from the comfort of home.

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The information provided on this website is for educational and informational purposes only and should not be considered personalized investment, financial, tax, or legal advice.

Goldtree Financial Group coordinates retirement review requests and may arrange appointments with the Lasting Mark Retirement Team when appropriate. Services and product availability vary by state, professional licensing, and individual circumstances. Any financial recommendations or services are subject to applicable professional qualifications, agreements, and disclosures. Investment performance and retirement outcomes are not guaranteed.

Submitting a request does not establish a client or advisory relationship or guarantee an appointment. Goldtree Financial Group does not provide legal or tax advice. Please consult qualified professionals regarding your individual circumstances.