First Step - Analysis

A comprehensive retirement cash flow analysis must be completed to determine if your current investment capital plus any other income stream (social security, pensions, etc.) will provide the income necessary to last your entire lifetime. We take into consideration thousands of potential scenario's using different rates of return, inflation rates, life expectancies, and the taxation of different pools of assets (tax-deferred, tax-exempt, taxable). We also take into account any potential nursing home or long term care costs that are unknown and unpredictable. Any legacy desires can also be included.

Once this analysis is completed, a game plan can be built to help provide retirement income throughout one's retirement years.