Broker Check
Technology

Technology

We use software, to model and analyze your retirement plan.

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Strategies

Strategies

We take into account your savings (both retirement and non-retirement), Social Security, Medicare, pensions and more … all on an after tax basis (federal, state and local) … along with inflation and longevity assumptions.

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Results

Results

Our model allows you to test out an infinite number of strategies and
“What if” scenarios.

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