Retirement Planning

We prepare detailed retirement projections and needs analysis which allow you to see the probability of a successful retirement and how minor changes in the assumptions can have major changes in your chances of success. In these projections, we utilize and explain Monte Carlo simulations which are based on statistics and the relationship between risk and return. We also coordinate the selection of the account type and savings required to meet these needs as well as advanced planning around these accounts, i.e. Minimum Required Distributions.