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.

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Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

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