Retirement Income Planning

If you are serious about your financial future, you will want to know the ANSWERS to these four questions…

1.  What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last to your life expectancy?
3. Doing what you are currently doing, how long will you have to work to be able to retire and live at your current lifestyle until your life expectancy?
4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

If you don’t know the answers and you want to know, don’t despair. We can help you find them!
We have tools and expertise to help quantify your cash flow and evaluate which combination
of the various saving/investing vehicles are best for you to utilize.