Depending on what stage of life our clients are in their vision for retirement often looks drastically different from the next stage or they might not even be thinking that far ahead yet. In either case, a retirement analysis is a crucial piece of a financial life plan. It should be monitored and revised as life events change. We believe including a retirement analysis as a complimentary step in our process is an integral piece of understanding our client’s full financial picture.

We use software to piece together the qualitative data, which relates to family, goals, bobbies, legacy planning and values. All of this is overlaid by quantitative data such as inflation, taxes, age, income and expenses. The software analyzes the data we input to create clear projections for the client’s life goals. After we review the projections, we can make recommendations to either revise a current course of action and also make recommendations to solve for educational savings needs, retirement savings options, tax efficiency questions, and those “what-if” scenarios.