Retirement Analysis

Retirement analysis can help you understand the best plan for achieving your retirement goals and provide peace of mind that you are on track.

What is Retirement Analysis?

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.

Get In touch

(520) 881-2523

available from 8:00 – 5:00

Address 4757 East Camp Lowell Drive Tucson, AZ 85712

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State Disclosure: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lof Laurence Lof Financial Advisors, LLC are not affiliated. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Massachusetts (MA), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), New Mexico (NM), Oregon (OR), Ohio (OH), Pennsylvania (PA), Texas (TX), Virginia (VA), Wisconsin (Wl), Wyoming (WY). We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Montana (MT), North Dakota (ND), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Virginia (VA), Wisconsin (Wl).
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