FINANCIAL PLANNING
RETIREMENT | TAXES | ESTATE
Our comprehensive planning process aims to provide clients with clarity about their financial goals. We address savings, withdrawals, investment returns, taxes, and estate planning while being prepared for every possible scenario - both positive and negative.
Planning Dashboard
Life in a Box
This is a brief review of our planning dashboard, which allows you to simplify your financial life and track your goals.
The returns and values are for illustration purposes only, and do not reflect actual or hypothetical account values or returns.
Retirement Analysis & Monte Carlo Simulation
Retirement Projections
Putting all the pieces together, we can project returns up to, and throughout retirement. Our software also allows us to incorporate savings, expenses, and withdrawals to show almost unlimited scenarios, but always ensuring that you do not run out of money.
Monte Carlo Simulation
A Monte Carlo simulation runs thousands of scenarios on your portfolio, showing both good and bad market scenarios and outputting a probability of success. We use this analysis as a key tool to ensure that you do not run out of money.
Social Security Optimization
Maximize Your Benefits
When it comes time to file for social security, we want you to get the most out of what you have paid during your working years. With our tools, we can look at every filing scenario to ensure you are maximizing your benefits.
Estate Planning
Implement a Plan
Making sure your estate plan is in place or updated is a key part of your financial plan. Estate planning is never fun, but knowing your assets will be directed in accordance with your wishes is very important and ensures tax efficiency. We can help model out a plan, provide visuals, and assist with implementation through an estate attorney or online platform.
Education Planning
We can develop a plan to ensure your children or grandchildren have funds available for higher education. Through our education planning process we look at current costs, inflation, and when those funds will be needed.
Saving for College
DISCLAIMER: All examples are pulled from a sample client within our planning software for illustrative purposes only.