For many people, planning for a time when work is optional is their most important concern.
We collaborate with our clients using our intuitive, dynamic modeling software to develop a sound retirement plan.
We help you answer questions like:
- How much will I need to be financially independent?
- What steps can I take to make my retirement or financial independence more secure?
- Are we making the right decisions with our money?
- Am I maximizing my distributions? What's the most tax efficient way to structure my monthly income needs?
- What if the market goes down 20% in your first year of retirement? How will your portfolio recover?
Our experience and tools help create your plan while our software lets you visualize the impact of your choices.