Retirement Analysis

This process depicts a unique written vision of one’s retirement by incorporating the following to see whether a client’s retirement timetable is practical: 

  • Desired Retirement Dates

  • Current Money Available

  • Sources of Income

  • Cost of Living


With many potential variables at play, this tool looks at detailed scenarios of future cash flows (e.g. when income starts/stops) and shows the minimum withdrawal from investments needed to live in retirement.