We’ll help you get your retirement planning under control. It’s really a very simple process.

• We meet with you one-on-one to learn about your current situation and discuss your financial goals.
• We create a detailed profile of your finances, projected over your lifespan and including Social Security and tax liabilities. It’s virtually impossible to perform the complex calculations needed without access to professional software.
• Once we have the profile, the effects of different decisions can be evaluated using a ‘what if’ type of analysis. Questions such as when to retire, when to take Social Security, whether to pay off the mortgage or refinance the house. If the decision increases your underlying living standard, which we use as a yardstick, it means the decision is a good one.
• The end result is a retirement strategy that maximizes your consumable income both before and during retirement.

With our sophisticated software, you can be confident that your decisions are having a positive effect on your future retirement. We can then help you implement the strategy - setting up the necessary accounts for your investments before retirement, or managing the drawdown of your investments during retirement.

Information to bring to Consultation
Back to FREE Consultation