Retirement Planning

We offer retirement plans that include retirement income and cash flow assessment. The plans incorporate Monte Carlo simulation that considers hundreds of different types of market performance scenarios based on history. The plans then generate a Likelihood of Success percentage that indicates how likely you are to not outlive your money according to the input parameters.

A retirement plan provides you with a good understanding at key moments in your life of how well you are tracking for retirement. It can be used to gauge how much more you should be saving or could be spending before and during retirement; for an idea of what age at which you could seriously consider retiring; for an idea of what your lifestyle could realistically be once you do retire. A retirement plan, while not foolproof, provides you with glasses and a roadmap of where you are going and how long the journey will take.

Posted By Navigo Wealth Management