Qualified plan distributions and cash windfall planning (RMD’s, early withdrawal, etc.).
Retirement planning (Impact of life events on retirement funding.).
Income and asset protection (Impact of long-term care needs on retirement and estate).
Or, you may choose more limited financial consultations which would cover one or a few the aforementioned topics…
An Advisor may present you with specific recommendations as a part of the plan. Specific recommendations may include an asset allocation or risk management strategy but not specific insurance, securities, and other investment products.