Retirement Analysis

If you are unsure about your ability to retire financially, our benefits consultant Terry Zavitz of Zavitz Insurance & Wealth, can do a retirement analysis for you.  Contact her at 1-888-347-2437 or  There is no charge for this service.

This analysis can illustrate:

  • The savings required to meet your retirement goals
  • The age in which retirement is attainable
  • Your tax liability upon death
  • Estate planning opportunities to minimize taxes
  • Retirement income planning to maximize income