Retirement Assessment

Without careful planning, it's very possible to have a higher tax bill in retirement than as a working professional.

It’s also very possible to run out of money in retirement, or to lose out on opportunities to make the most of your wealth.


Comprehensive Retirement Assessment | Best Path Advisors TX

We have created the Best Path BlueprintTM to help you be on your best path to and through retirement.

The Best Path BlueprintTM includes:

  • Tax Map / Taxes in Retirement Guide
  • Retirement Income Planning Guide
  • Wealth Management Plan
  • Investment Management Plan
  • Risk Management Plan
  • Legacy and Estate Plan


Your Best Path BlueprintTM is designed to answer your key retirement questions


Are you on track for retirement?

How much can you spend each year in retirement?

What impact will inflation have on your plan?

Can your tax bill be reduced?

Can your investments be improved?

Can you reduce risks to your plans?

Can you avoid potential trainwrecks?

Can you improve your retirement success?

Will your family be the biggest beneficiary of your estate?


Your Best Path BlueprintTM will show you what you can do today to ensure you optimize your retirement.

In plain English, we will explain exactly what you can do to improve your retirement plan, reduce your retirement taxes, optimize your retirement income and your investments.

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