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.
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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