Financial planning for retirees

Daniel (64) and Macy (62) just entered a new, exciting chapter of their lives and stepped into retirement.  

They are currently working with an advisor, but they don’t feel like their advisor answers their questions thoroughly, directly or in a timely manner. Their financial advisor is primarily focused on investment performance, and Daniel and Macy are more concerned about other parts of their financial picture.
Key Concerns: 
• Need help paying the least amount of taxes possible.
• Will they run out of money?
• Are their investments allocated correctly?
• When is the best time to take Social Security?
• How do they start the Medicare Enrollment process? 
• How do they leave a legacy?
• Is the next generation of stewards identified and prepared?

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