Retirement Planning
Successfully planning for retirement includes the establishment of time frames around both the accumulation and payout phase of the cycle.
We will assist you in assessing the viability of different retirement ages, but it is never to late too begin to save.
The Plan
We offer a no fee financial plan to all our clients. With our robust and precise financial software we can create a simple goal-based assessment or an advanced cash flow analysis.
The Process
1. Enter details of current financial situation. This includes key details including assets, liabilities, and cash inflows and outflows. A clear picture of the client’s current financial standing provides a starting point.
2. Determine current cash flow requirements, and from there we can work through your anticipated cash flow needed in retirement.
3. Start to save! Your plan will help you determine how much you need to save to reach your goals.
4. Monitor and update with changes in your life circumstances or market conditions.