Take the guesswork out of setting your retirement date
With our unique approach, you’ll know when you can retire with confidence.
Will I have enough money to retire?
Test out your current plan … look at alternate strategies … see if adjustments need to be made so you can feel secure about your future.
Don’t go into retirement with your fingers crossed
We can take all your financial moving parts and create a formal, easy to understand plan
We use software, to model and analyze your retirement plan.
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.
Our model allows you to test out an infinite number of strategies and “What if” scenarios.