Retirement Planning

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.