We assessed Susan's projected income from various sources, including her retirement savings, Social Security, and any other pensions or investments.  We determined the optimal withdrawal strategy to sustain her desired lifestyle throughout retirement.

We evaluated Susan's Social Security benefits and provided guidance on when to start claiming them to maximize her lifetime benefits.  We considered factors such as her health, life expectancy, and other income sources.

We reviewed Susan's investment portfolio and suggested adjustments that aligned with her risk tolerance and retirement goals.  We focused on a combination of growth, income generation, and capital preservation, and to help ensure Susan didn't run out of money during retirement.

Recognizing the importance of healthcare in retirement, we helped Susan explore healthcare options, including Medicare, supplemental insurance, and long-term care coverage.  We analyzed potential healthcare costs and suggested strategies to help mitigate these expenses.

Finally, we worked with Susan and  her attorney to develop an estate plan that reflected her wishes and minimized potential estate taxes.  We reviewed her will, power of attorney, and healthcare directives to ensure everything was in order.