Broker Check


Our model takes into account the following components of your financial life:

  • Retirement investments
  • Non-retirement investments
  • Social security benefits
  • Medicare
  • Annuities
  • Pensions
  • Life insurance
  • Checking & savings

and the assets that you’ve designated to provide steady income in retirement such as:

  • Rental / investment property
  • Dividend paying portfolios
  • Bond portfolios

and tying it all together with your:

  • Projected longevity
  • Personal tax rate (federal, state and local)
  • Life style cash flow requirements
  • Inflation assumptions 

The result:

  • A clear, easy to understand retirement projection.

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