Pathway to Retirement

$499 per month for 5 months

Strategy for making the most of your freedom

You’re newly retired, or you’re preparing to retire. How do your finances line up with this new chapter in your life? The Pathway to Retirement is an effective planning process for making the most of what you’ve accumulated during your working years. It’s also a way to ensure that your money lasts while you enjoy what's meaningful to you. A comprehensive financial plan is included.

It’s worth taking time to get things in order. With Pathway to Retirement, you get a professional on your team to help with this process. There’s nothing like the assistance of an expert who has your best interests at heart! We’ll start by talking about your goals and dreams. We’ll discuss how your retirement resources can help you reach them. Our conversations will also cover Social Security, retirement income, long-term care insurance and more.

Take advantage of the Pathway to Retirement for your freedom years:

  • Maximize Social Security benefits.
  • Make the right choices with your pension.
  • Shift your investment portfolio to optimize retirement income.
  • Understand your cash-flow needs and gain comfort from knowing you’re on track.
  • Examine your retirement healthcare coverage options.
  • Evaluate the best long-term care options to determine what’s right for you.
  • Create a legacy through charitable giving and estate planning.

Other Services

Get In Touch

We look forward to meeting you by phone, through email or in person.

Schedule An Appointment



Goldman Financial Planning, LLC.
19 Northbrook Drive
Falmouth, Maine 04105

(207) 781-3500


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