Pre-Retirement Planning:
Seeking Control of Your Retirement

When can I retire?
Can I have the retirement I envision? 
Am I on track to reach my goals?

Helping you remove the guesswork and get it right  

We guide clients in reviewing their options, putting a dynamic plan in place, and reviewing progress regularly.  

Illustrating how key decisions and factors will impact your planning:

On the big screen in our conference room, customized software allows us to:

  • Present clients with various retirement projections.
  • Show them in real-time the results of adjusting for: age of retirement, income goals, expenses, yearly savings,  and investment approach.
  • Simulate the impact of multiple market possibilities and what-if scenarios.
Goal planner software
 *For illustrative purposes only.