Retirement Specialist

Closed Posted 9 months ago Paid on delivery
Closed

Retirement Specialist

Looking for someone to help me breakdown and review all of the options listed in my retirement packet from my company. I want to work with a retirement specialist who will help me choose the best retirement option.

- Seeking assistance with retirement planning services

- Specific areas of focus include investment planning, social security planning, and estate planning

- Preferred investment strategy is aggressive

- Target retirement age is between 55-60

Ideal Skills and Experience:

- Extensive knowledge and experience in retirement planning

- Strong understanding of investment strategies, particularly aggressive approaches

- Expertise in social security planning and estate planning

- Ability to provide tailored advice and recommendations based on client's desired retirement age and goals

Finance Financial Research Financial Planning Financial Analysis Financial Forecasting

Project ID: #37091924

About the project

13 proposals Remote project Active 7 mos ago

13 freelancers are bidding on average $38/hour for this job

liveexperts123

Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the More

$50 USD / hour
(4 Reviews)
5.1
smtechnology

Retirement Specialist here. I'm Subhasis and I work for senior citizens to choose various plan based on their age and requirements whether it is health plan or life insurance plan. Previously I worked in India as an i More

$40 USD / hour
(13 Reviews)
4.8
writerLanguage

"Dear [Client], I am excited to apply for the Business Plan for Start-Up position. As a highly skilled professional with excellent English skills and experience in creating comprehensive business plans. My writing pr More

$38 USD / hour
(10 Reviews)
3.8
lilliiand

Hello, I am a Professional Business Consultant with an MBA who has over 10 years of working experience building professional business plans, pitch decks, and financial models. I have outstanding financial and financia More

$30 USD / hour
(1 Review)
3.3
scotmark

Hi there, My name is Wilson, and I am an experienced research writing professional. I have worked on a variety of topics, ranging from short-term assignments to long-term projects. My research skills are among the bes More

$25 USD / hour
(0 Reviews)
0.0
zeeshanysf

Hi there! My name is Zeeshan and I am a web development guru & Full Stack Dev, trainer, a coach with years of experience. I understand that you are looking for someone to help you breakdown and review all of the option More

$38 USD / hour
(0 Reviews)
0.0
tymsolutions

Hi there! My name is Muhammad Yaseen and I'm part of the TYM Solutions team. We specialize in helping clients create strong brands and online presences. We understand that you're seeking assistance with retirement plan More

$25 USD / hour
(1 Review)
0.2
dataspro

Nice to meet you JackCraigIT, It is a pleasure to communicate with you. My name is Anthony Muñoz, I am the lead engineer for DSPro IT agency and I would like to offer you my professional services. I have more than 10 More

$68 USD / hour
(0 Reviews)
0.0
mariadian74

Hi there, I hope you are doing well! I m Maria Dian from Indonesia and I am really interested in your project. I want to apply for your project as a Virtual Assistant and support your company. I can help you with your More

$38 USD / hour
(0 Reviews)
0.0
Saif271

Hello there! My name is Saif, and I am a Finance Ph.D. holder with over thirteen years of extensive teaching and research experience. I specialize in providing expertise in retirement planning services and specifically More

$38 USD / hour
(0 Reviews)
0.0