Plan your Retirement
Thinking about Retirement?
Thinking about Retirement?
Thinking about Retirement?
The first step is optimizing your Social Security benefits. Claiming Social Security is often a complicated and daunting task for most individuals. There are over 2,700 rules which govern how your benefits are determined and there are literally thousands of claiming strategies. Additionally, 96% of people get less than they should resulti
The first step is optimizing your Social Security benefits. Claiming Social Security is often a complicated and daunting task for most individuals. There are over 2,700 rules which govern how your benefits are determined and there are literally thousands of claiming strategies. Additionally, 96% of people get less than they should resulting in the average American household losing over $110,000 in lifetime benefits.
A Proven Approach
Thinking about Retirement?
Thinking about Retirement?
We start by reviewing your goals, your progress so far, and explaining the different ways we can help achieve your goals. Whether you are single, married, divorced, widowed, disabled, self-employed, have a child with a disability, have a pension, or are an immigrant; we will provide comprehensive support.
Included in your consult, we will
We start by reviewing your goals, your progress so far, and explaining the different ways we can help achieve your goals. Whether you are single, married, divorced, widowed, disabled, self-employed, have a child with a disability, have a pension, or are an immigrant; we will provide comprehensive support.
Included in your consult, we will take an in-depth look at your options, and the impact of other factors such as pensions, survivor benefits, and future earnings, to ensure you get the most money, and avoid reduced benefits.
Why Us?
Your Commitment
Your Commitment
Only a Registered Social Security Analyst (RSSA) can provide a Social Security plan which includes an income optimization analysis, strategies to avoid reduced benefits, explanation of the Social Security rules, benefits and eligibility, claiming strategy options including monthly, annual, and lifetime benefit amounts for each, when & how
Only a Registered Social Security Analyst (RSSA) can provide a Social Security plan which includes an income optimization analysis, strategies to avoid reduced benefits, explanation of the Social Security rules, benefits and eligibility, claiming strategy options including monthly, annual, and lifetime benefit amounts for each, when & how to file for your benefit options. The Social Security Plan itself is a customized, hard-copy presentation outlining your options and the strategy for maximizing your Social Security benefits for your retirement. The analysis and report you receive from us, your personal RSSA, is comprehensive and will answer your questions about Social Security benefits.
Registered Social Security Analysts® have studied the complex laws and rules of Social Security – and have passed the national RSSA® Competency Exam administered by the National Association of Registered Social Security Analysts.
Our team is comprised of people with all different kinds of expertise, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and have our clients as a first priority. And you can count on unbiased recommendations and impartial guidance.
Your Commitment
Your Commitment
Your Commitment
To complete a plan that’s capable of reaching your goals, we will need a commitment from you. We will need financial transparency—we cannot provide a plan without knowing the resources available. In return we offer you the same transparency—the investment in your plan will cost you $349. However, the first step is a no obligation, no cost
To complete a plan that’s capable of reaching your goals, we will need a commitment from you. We will need financial transparency—we cannot provide a plan without knowing the resources available. In return we offer you the same transparency—the investment in your plan will cost you $349. However, the first step is a no obligation, no cost consultation. We need to ensure we are the right fit for each other and discover the value of planning for your situation.
Our Team
Your Guide
Liz is your first stop on the journey to retirement. Think of her as your tour guide; she’s going to get to the bottom of your goals, she will design the path that will show you how to get to the retirement you want. Along that path she will help you find the industry professionals you need, she will advocate for you, and find the team that works for you. Your needs always come first. Liz is able to be your trusted support leading up to and through retirement. Along with proudly carrying the RSSA credentials, she is a licensed insurance agent in 15 states and counting, she is an expert at health insurance and utilizes proper life insurance planning. Liz will utilize her extensive network to make sure you have the professional help you need and she will be a constant support to you.
Financial Advisors
Our leading partner for all your Financial needs is Gateway Retirement Solutions. Their team of Financial Advisors specialize in holistic pre and post retirement planning. They work almost exclusively with retirees and if you work with Liz we can coordinate a no cost evaluation of your current portfolio and build a plan for your future portfolio.
As a holistic planning firm with extensive experience, out ream of professionals is dedicated to utilizing a dynamic process to help you prepare for and enjoy life’s biggest moments.
Our advisors aim to provide fully customized, goal-based financial plans that encourage you to discover the motivation behind your wealth as you embrace your next chapter.
Estate Planning
Most people aren’t sure where to start on Estate Planning, they don’t know who to trust, or what they actually need. Our trusted lawyers will answer these questions for you, provide clear and upfront cost estimates, and leave you with a secure estate plan that you feel confident in. Our leading partner is Bespoke Trusts & Estates.
Bespoke Trusts & Estates helps individuals and families plan for their future by creating legal documents such as wills, trusts, and powers of attorney. By working with an estate planning attorney, clients can ensure their assets are distributed according to their wishes, minimize taxes and fees, and protect their loved ones in the event of incapacity or death. Don't wait until it's too late.
Real Estate
We find that with retirement along comes some sort of interest in moving; whether it’s to down size, get into one level living, or just get away from the city! We utilize some of the best Real Estate professionals in the industry to make sure you are taken care of. Krista Lombardi is a local real estate agent who embodies our same principles.
Krista Lombardi brings with her an impressive background of valuable insight and real estate market knowledge. Her accomplished career began in New Hampshire and has since extended to the great state of Maine. Krista is an active member of the Strafford County Board of Realtors. She is exceptionally proud to be associated with Keller Williams Coastal & Lakes and Mountains Realty, where she has access to the latest technology and an extensive wealth of resources, in addition to a growing database of international buyers, sellers, and investors to further assist her clients.
Krista continues to diligently stay abreast of current market trends, and she can quickly assess whether an investment makes financial sense. Excellent negotiation skills and effective communication are the benchmark of her success. She is organized, patient, and her client’s strongest advocate. Her top priority is to provide an incomparable level of service regarding each transaction, from contract to closing.
In her free time, Krista enjoys painting, coaching a cheerleading team, volunteering for Sleep In Heavenly Peace and gardening. She and her husband David along with their two children, Arabella and Luca currently reside in Southern New Hampshire.
Krista Lombardi (603) 923-7489 kristalombardi@kw.com