Are you interested in creating a one-time Comprehensive Retirement Plan? This service covers all major financial planning topics specifically designed for retirees and usually takes 10-14 weeks to complete, depending on client availability.

Comprehensive Retirement Planning includes:

  • Retirement Income Planning

  • Required Minimum Distributions (RMD) strategies

  • Social Security strategies

  • Pension claiming strategies

  • Tax Planning

  • Annuity payout planning

  • Alternative investments

  • Long-term care insurance

  • Medicare Supplement planning

  • Estate Planning

Our Comprehensive Retirement Plans start at $5,400.

After the development of the Comprehensive Retirement Plan, many clients choose to retain our services for the implementation, management, and ongoing support. At this time, these individuals usually transition to our Wealth Management services. Outside the Box Certified Financial Planners develop retirement plans for clients in Northbrook, Arlington Heights, Bannockburn, Highland Park, Niles, Prospect Heights, Park Ridge, Glenview, Mount Prospect, Lincolnshire, Morton Grove, Vernon Hills, Riverwoods, Deerfield, Lake Forest, Fort Sheridan, and Buffalo Grove.

Below is a sample service calendar.