Do you have enough saved to retire?
Will your savings and investment plan help you reach your goals?
Have you stress tested your plan for poor market returns, unexpected expenses, uneven cash flows?
Do you have a plan that tell you your progress to meet all your needs? All your wants?
With retirement planning our focus is on three things:
- Where are you now?
- Where do you want to go?
- How are we going to get you there?
Our multistage retirement cash flow allows us to model your retirement plan and stress test it for a variety of situations. It also is flexible enough to allow for cash flows that hit at different periods of time. We can change the risk of your portfolio over time and the model will show the impacts. We will stress test it for:
- Poor market returns
- Bad Timing
- Expected major expenses
- Planned Major expenses.
While we call it a retirement cash flow, it actually can model all your goals including education, retirement, and gifting.
Please contact us to setup an appointment to help you reach your goals!