Retirement planning doesn’t stop once you’ve left the workplace. Ensuring you can meet your goals and plan for yours and your family’s takes consistent and diligent maintenance. The professionals at Honkamp Krueger can help you stay on task so that your retirement plan carries you forward long-term.
With life transition services from Honkamp Krueger, you receive:
- Cash flow analysis, lifetime planning, retirement affordability
- Social Security/Medicare planning
- Long-term care consulting
- Life insurance reviews
- TaxGap analysis
- Tax return preparation & planning
- Personal financial statements – Periodic net worth/balance sheet
- Bill pay
- Trust/estate planning
- End of life planning
You can rest assured your needs are taken care of by professionals you know and trust.