Probably the most common concern we see with our clients is that they are worried that they are going to out-live their money. For many of our clients, when they first come to us, they are on edge of a VERY BIG decision:
SHOULD I RETIRE?
Understandably, they are both excited at the idea of retirement and worried about the uncertainty of the future. Many have assets scattered around, some debt to pay off, plans to move south, or want to check some life experiences off their bucket lists. With all the complexities of life and the stock market and interest rates and inflation and social security and medicare...... etc.... they have no idea if they will have enough money to pay for the next 30+ years of retirement.
Do you have $250,000 or more of retirement savings that you need to invest to generate income? If so, our Future You Retirement Income Analysis may be just what you need to create an effective plan for your retirement income.
Working with one of our highly skilled advisers, we will help you map out your future retirement, then we will stress test it against 1000 different market scenarios and show you how likely your plan is to stand the test to time. We make suggestions on how you can improve your plan and even show you how the different decisions affect the strength of your plan. We meet with you to model different scenarios to make sure we build the retirement plan that is right for you.
Live far away? No problem.
Many of our clients live far away from our office, so we present these plans to them in really easy-to-set up video presentations. Whether you are around the corner or on the other side of the country, we've got you covered!