30 Year Outlook Plan

At Atlanta Capital Group, we embark on a journey with our clients that spans 30 years and beyond. We want you to know that we are with you each step of the way through your fifties, sixties, seventies, and eighties as you and your family approach every financial and investement challenge.

You can feel secure knowing that the Client Outlook Plan is exactly how we view our time with you during the most critical part of your life.
  • Retirement “Catch Up” Contributions
  • Spousal IRA Assessment
  • Late-In-Life Educational Planning Review
  • Early Retiree Assessment
  • Review Insurance Coverage & Beneficiaries
  • Penalty-Free IRA Withdrawal Possibilities
  • Remaining Pre-Retirement Planning
  • Mortgage Reassessments
  • Will & Trusts Review
  • Tax Planning Strategies
  • Potential Roth Conversion
  • Insurance & Long Term Care Review
  • Social Security Benefit Analysis
  • Post-Retirement Health Care Costs Analysis
  • Fiduciary Skull Session (Joint Meeting with CPA, Attorney, etc.)
  • Estate Planning Adjustments
  • Medicare Sign Up
  • Full Social Security Analysis
  • Post-Retirement Cost of Living Review
  • Establishment of Post-Retirement Goals
  • Wealth Protection Strategies
  • Asset Allocation Re-Positioning
  • Charitable Gifting/Funding Analysis
  • Retirement Income Draw-Down Strategies
  • Maximum Social Security Benefits
  • Health Care Costs Review
  • Grandchildren’s Educational Funding
  • Required Minimum Distributions (RMDs)
  • Wealth Distribution Strategies
  • Updated Cost of Living Review
  • Extended Family Conference Review
  • Consolidation of All Assets
  • Estate Plan Review & Adjustments
  • Equity Exposure Minimizing Strategies
  • Long Term Care - Assisted Living Review
  • Remaining Re-Positioning of Assets
  • Review Living Will
  • Review Health Care, Medicare & Hospital Planning
  • Remaining Wealth Distribution Strategies
  • Pre-Burial Payment Plan Review
  • Review of All Beneficiaries
  • Pre-Probate / Executor of Estate Review
  • Remaining Details of Trusts, Wills and Gifting
  • Extended Life, Cost of Living Analysis
  • Remaining Reduction of Taxable Assets
  • Great Grandchildren Educational Planning
  • Current Assisted Living / Nursing Home Costs Analysis
  • Full Investment Review with Family