Creative Solutions for a
Shared Vision
How do you want to spend your retirement? On a beach? Traveling? Volunteering? Taking Classes? Playing with grandchildren? Or will you ever really retire and use your newfound time to consult or start your own business?
Everyone has a different vision of retirement and every vision has a cost associated with it. A comprehensive retirement plan can help you determine how much you’ll need to fulfill your vision and whether you’ll be able to meet your objectives on time.
With our Journey Guide Planning software we can go far beyond seeing if you will run out of money and answer important questions like;
● What is the best distribution order for your retirement assets to minimize taxes and maximize income?
● Analyzing various “what if” scenarios.
● Knowing your probability of success under various market conditions using thousands of Monte Carlo simulations.