Retirement Calculation
How to Determine Your Optimal Retirement Age- 1-on-1 Live Consulting
- Create Retirement Plan
- Maintain Retirement Plan
- Adjust Retirement Variables
- Spreadsheet Retirement Tool
- Spreadsheet Users Manual
- Can I Afford to Retire eBook
- Very Affordable
Retirement Calculation Overview
Our consulting services, which are enumerated below, consist of 1-on-1 dedicated consulting to help you create a customized Retirement Calculator plan, which consists of pre/post-retirement revenue streams, monthly expenses, and asset coalescing. Conveniently, we supply our consulting services via a telephone, Skype, or Facetime call, at a time of your convenience (mornings, afternoons, evenings, and weekends). If you would prefer us to visit your home for a traditional, face-to-face, 1-on-1 consultation, we can accomodate that as well, as long as you reside in Long Island, NY. Otherwise, we always provide virtual consultation services anywhere in the United States (our Retirement Calculator software is only pertinent to United States tax law). Additionally, we similarly offer Corporate training for class sizes up to a maximum of 20.
If you are not interested in our full consultation services (enumerated below), you can alternatively purchase our Retirement Calculator software, by itself. This software is included in our consulting package below.
Personal Retirement Calculation Consulting Service Features
Our full Personal Retirement Calculation Consulting Services include the following:
| Technical Requirement | Checklist |
|---|---|
 2-hour telephone, Skype, or Facetime consultation |
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| Explanation of the concepts behind Retirement Calcuation |
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| Assistance in the creation of a tailored and customized Retirement Calculation profile |
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| Identification of pre/post-retirement revenue streams |
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| Identification of monthly expenses |
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| Identification and coalescing of all assets |
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| Microsoft Excel Retirement Calculator software (spreadsheet) included (retails for $49.95) |
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| PDF (Adobe) Retirement Calculator Installation/Users Guide included |
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| 1/2 hour follow-up consultation after 2 weeks, as a "check-up" on your retirement implementation |
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| Excel Spreadsheet Operating System requirements: Microsoft Windows XP (or greater) |
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| Excel Spreadsheet requirements: a Microsoft Excel license (Excel 2000, known as version 9, or above) |
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| Optional on-site consultation, if you are physically located in Long Island, NY |
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| Convenient scheduling options: mornings, afternoons, evenings, weekends |
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$ 149.00Order |
Corporate Retirement Calculation Consulting Service Features
Our full Corporate Retirement Calculation Consulting Services include the following:
| Technical Requirement | Checklist |
|---|---|
| 1-hour on-site corporate classroom consultation (maximum of 20 people) |
|
| Explanation of the concepts behind Retirement Calcuation |
|
| Assistance in the creation of a tailored and customized Retirement Calculation profile |
|
| Identification of pre/post-retirement revenue streams |
|
| Identification of monthly expenses |
|
| Identification and coalescing of all assets |
|
| Microsoft Excel Retirement Calculator software (spreadsheet) included (retails for $49.95) |
|
| PDF (Adobe) Retirement Calculator Installation/Users Guide included |
|
| Unlimited future Email support for all class participants |
|
| Excel Spreadsheet Operating System requirements: Microsoft Windows XP (or greater) |
|
| Excel Spreadsheet requirements: a Microsoft Excel license (Excel 2000, known as version 9, or above) |
|
| Optional personal on-site consultation, if you are physically located in Long Island, NY |
|
| Convenient scheduling options: lunch hour or after work |
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|
$ 599.00Order |