Requirements to be included in the plan include:

1. Is Brian on-track to reach his retirement goal? If not, what would be needed for him to get on-track?
2. What specific recommendations would you have for Brian? Provide specific recommendations for Brian to implement today, including what type of retirement account to contribute to and by how much.
3. When should Brian start taking Social Security benefits? How much will he receive in todays dollars if he takes benefits as you recommend? Why did you make this recommendation?
4. Provide at least two other retirement alternatives for Brian to consider including financial requirements for each alternative.
5. What other recommendations do you have for Brian to consider?