Financial Planning for people 50+

Retirement Readiness Report

A comprehensive financial strategy to help you to plan your retirement. 

Your personalized report covers: 

  • Risk Management

  • Taxes

  • Estate Planning 

  • Investment

Retirement is approaching — are these thoughts running through your mind?

  • When can I retire?

  • Do I have enough money saved?

  • How much income will I have in retirement?

  • How long can my investments sustain my retirement income?

  • When should I collect Social Security?

There’s a lot to look at when it comes to retirement planning.

Have you also considered…

  • Your healthcare options in retirement?

  • How to create a legacy for your family?

  • How can you keep investment costs down?

  • How to minimize income taxes before and during retirement?

  • Maintaining life insurance or long-term care insurance?

  • How you’ll manage your debt?

  • Your estate plan?

We get it. It can be overwhelming to tackle all of these topics, let alone make sure you’re covering all your bases.


That’s where a retirement readiness expert can help.

Enjoy not only retirement but preparing for retirement when you’re confident that…

  • You know exactly when you can retire and with how much money.

  • Your investments are working for you.

  • You’re making smart decisions with Social Security, taxes, insurance, healthcare, and estate planning.

Best of all — you have the peace of mind that you’re leaving a legacy built on a solid foundation for your family.


Look at what your Retirement Readiness Report includes:

  • Up to 7, private 60-minute meetings (virtual or in-person near North Haven, CT) with Ryan to review all your retirement readiness details. 

  • Defining a clear, realistic retirement plan and a step-by-step strategy to get you there

  • Personalized reviews of your taxes, estate, investments, and insurance plans with recommendations for making the most of your money.

  • Access to us in between meetings to answer any questions.

Meet your Retirement Readiness Advisor:

Hi, I’m Ryan, a Financial Advisor and the President of Morrissey Wealth Management. I help people over 50 develop and implement practical plans for retirement.

Here’s what to expect:

Step 1: Data Gathering

To get to know your financial situation, you’ll get a list of financial documents to provide to us, along with a cash flow worksheet to complete..

Step 2: Setting Goals for Retirement Success

During our first meeting, we'll discuss your financial documents, clarify your retirement goals, and discuss what a successful retirement looks like for you.

Step 3: Analysis and Plan Design

We’ll roll up our sleeves and get to work for you analyzing all your information. Once our financial analysis is ready, we’ll create a plan, then meet with you to review it in detail. You’ll have the opportunity to ask all your questions and explore possible scenarios to help solidify your plan.

Step 4: Retirement Readiness Report Delivery

Once we have your input, we’ll go back to work to make sure your retirement plan will work for you. Together, we’ll review your report and confirm the action steps you’ll take to achieve your retirement goals.

Step 5: Ongoing Support

We don’t just hand you your report and leave you to figure it out. We’re available to answer any questions you have for up to a year as you implement your plan. At this time, you might want to explore additional options like ongoing wealth management (we can help you with this, too!)

It's up to you to make sure you save enough for retirement — we’ll support you in getting there.

Trust us with your Retirement Readiness Report and you’ll get:

  • Support defining your clear goals for retirement 

  • A comprehensive, made-for-you retirement plan — we don’t do cookie-cutter

  • A sound investment plan to sustain you through retirement

  • Expert tax strategies and advice to make sure you’re maximizing deductions and staying ahead — no surprises

  • Recommendations to make sure your gaps are covered with your insurance

  • An estate plan that lets you sleep at night

Most wealth management firms only offer this level of support if you commit to having them manage your assets.

We’re different. We meet you where you are, with no judgment, only sound advice.

Typical Investment: $5000*

*50% due at signing and 50% due when we deliver your customized recommendations.

Are you ready to get started with your Retirement Readiness Report?

Great. Here’s what to do next:

Step 1: Click the button below to choose a time for your free, no-obligation 20-minute call and answer a few questions. 

Step 2: During our scheduled call, we’ll review your current situation and discuss any questions you have. 

Step 3: If we decide that the Retirement Readiness Report is a fit for you, you’ll get everything you need to get started.