Before your review, complete this retirement worksheet. Use to gather information needed during a retirement review.
What’s a retirement review?
It’s a conversation with one of our licensed Retirement Income Specialists. We’ll ask about your retirement goals, family situation and savings. Then, we’ll work with you to create a personalized strategy, so you can live your best life in retirement.
Live Your Best Life in Retirement
Video Duration: 1 minutes 15 seconds
Preparing for retirement: Elapsed time 0 seconds [0:00]
Tony Medrano:
Hi, I'm Tony. I'm a retirement income specialist with USAA. Retirement is a highly anticipated time in many people's lives. It's your time to focus on the things that you want. It's also a time that requires planning. After all, today's retirees can expect to live on average 20 years or more.
While plenty of materials exist on how to save for retirement, there is not much advice on how to transition your nest egg into a retirement paycheck. True freedom in retirement comes from being able to do what you want when you want.
Aside from savings, are you prepared to live your best life in retirement?
How USAA can help: Elapsed time 0 minutes 30 seconds [0:30]
Description of visual information: [What to expect] End of description.
We are here to help. Together, we'll spend some time understanding your needs, wants and wishes in retirement years. We'll develop a strategy that will help you navigate unforeseen risks providing a more enjoyable retirement.
There are many risks to consider, such as changes to Social Security, overspending, inflation, and unexpected medical expenses. In our meeting, we'll confirm if you're on track, if you can retire early, or need increased savings to cover a shortfall. We want you to come away feeling confident about your retirement income strategy. Schedule a call for a time that's convenient for you or call us directly.
Description of visual information: [Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products.] End of description.
End: Elapsed time 1 minute 15 seconds [1:15]
Why you should get a retirement review
According to the Life Insurance Marketing and Research Association (LIMRA), investors who have formal written plans are 3 times more likely to feel confident about their financial future as those without them. Here are some other reasons to get one:
- It’s a great second opinion, even if you already work with a financial advisor or have a plan in place.
- You’ll learn how to protect your savings from market volatility if retirement is far in your future.
- Our specialists don’t work on commission, and you don’t have to pay for the plan they help you come up with.
Retirement reviews made simple
Steps to complete Retirement reviews made simple
Schedule a call for a retirement review
Hours of operation for our Retirement Income Specialists
Note: Days and times may vary
Retirement review FAQ
During a retirement review, your Retirement Income Specialist will discuss your goals and find stable income sources. They’ll also look for gaps and develop strategies for your retirement income.
Financial advisors usually focus on building your assets. They also help you allocate your investments.
We recommend reviewing your retirement plan yearly or after any big life events. Those include things like changing jobs, losing a loved one or reaching a retirement milestone.
Our USAA Retirement Income Specialists have the knowledge and insights to help you enjoy your retirement. They’re trained to help you navigate social security, military benefits and other retirement options. They don’t work on commissions, and they can offer a complimentary review of your retirement outlook.
Financial advisors typically charge an hourly fee that ranges from $200 to $400. The cost for a one-time plan is usually between $1,000 and $3,000.