Louis knows that he's done a lot of things right, but he wants to work with an experienced professional to make sure he's taking the appropriate retirement steps and not leaving money on the table. Given his high income ($750,000/year), Louis has to take into consideration what he wants his retirement spending to look like as he'll no longer have earned income, only passive income from investments.
He's debt-free which has allowed him to invest often, and it now provides him with cash flow flexibility. He wants to buy a condo in Hawaii, but is unsure if that's the best use of funds.
One of the biggest areas to be addressed is a retirement income and investment plan, which will take into consideration the taxation of different investment accounts and social security benefits.