How We Do It

Retirement Planning

At CoNext, we believe that a well-designed retirement roadmap helps provide clarity, confidence, and direction for navigating retirement successfully. We use advanced technology to help our clients prepare for a financially confident and fulfilling future.

A retirement roadmap is a comprehensive plan designed to help individuals pursue their retirement goals by mapping out key financial and lifestyle decisions.

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Your Retirement Roadmap

  • Retirement Goals & Lifestyle Vision
  • Budget & Cash Flow
  • Investment Strategy
  • Healthcare & Long-Term Care Planning
  • Risk, Tax and Estate Planning
  • Retirement Income Withdrawal Strategy
  • Milestone Review and Adjustment Schedule