Understand Our Process

Online Store Retirement Income Analysis

Retirement will last some of us 30+ years. Our analysis gives a baseline figure for what you could reasonably expect to spend and not run out of money.
“Will I be able to live the life I want without having to worry about money?”
 

Meet in person or via video-chat with our advisors. First meeting will last at least 1.5 hours

  • We talk about where you are and where you want to be in retirement
  • Together, we estimate how much you spend on your current lifestyle
  • We gather information about your total financial picture

Our team of CFP’s will analyze and optimize your financial picture

  • Our advanced analysis takes into account Social Security, pensions, lump-sums, inheritances, business income, real estate income, taxable investments, IRA’s, taxes, inflation, and much more
  • Your analysis is run on a Monte-Carlo simulation to give an approximate baseline spending figure
  • The analysis provides an answer to “what-if” the markets perform poorly or on average in the future
  • Our second “Funded-Ratio” analysis gives a backstop to spending needs and is used by pensions funds to know when a certain sum of money can guarantee an income.

The next meeting, scheduled a few days later will last another 1.5 hours

  • We will provide guidance on the best retirement income strategy
  • If retirement is still a few years out, we provide options to maximize contributions, returns and reduce risk
  • If necessary, we provide guidance to maximize returns and minimize risk
  • Printed analysis provided
What would you expect to see? Below is a snapshot of something a client would see as part of their analysis.

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Our schedule for October 2024

Click a free day to apply for an appointment.
 
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