Your EXIT Interview is the first step on your journey towards a fulfilling retirement. In order to embark on this adventure, it is imperative to have the knowledge and counsel to navigate this unknown terrain. As experienced guides, who have made this trek before, let us show you the way.
Exit Swift creates tailor made reports and insight to better understand your retirement goals and provide
the knowledge you need to make informed decisions that fit you as an individual.
Allow us to guide you on your adventure into retirement
Through carefully thought-out questions and personal financial analysis, including but not limited to benefit review, pension maximization, deferred compensation plan withdrawal, portable insurances, Social Security, taxes and risk management, your EXIT Interview will educate you on all aspects of retirement.
At the conclusion of your EXIT Interview, you will be provided with a detailed report outlining your current financial position, what needs to be accomplished, and how to take action right away!
Put your report to work! This analysis is yours to utilize in any way that works best for you. We can work with your current financial advisor or recommend an expert to help you.
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