The 5-Year
Pre-RetirementChecklist
Everything you need to review in the years before you retire โ so you can stop guessing and start planning with confidence.
Know exactly how much you need โ and whether you're on track to get there.
Avoid the Social Security timing mistakes that cost couples $100,000 or more.
Plan for healthcare costs before Medicare kicks in at 65 โ so you're never caught off guard.
Protect your estate and get your legal documents in order before it's too late.
No spam. Your information is never shared or sold.
"James gave me a clear roadmap when I had no idea where to start. I finally feel like retirement is something I can actually plan for."
โ Patricia M., Philadelphia Teacher, 3 years from retirement
James Veal - Financial Advisor | JRV Wealth Management Group
25+ years helping Black teachers, city workers, and healthcare professionals retire on their terms โ without leaving money on the table.
