Retirement analysis
We create a detailed retirement analysis to help determine whether you are on track for a successful retirement. Monte Carlo simulations, stress tests, and viewing specific scenarios will help us evaluate your retirement plans and see the impact of potential changes.
Social security
You get one shot at making this decision, so let's make sure you understand your options and the consequences.
Medicare
This one is too complex for a cute & short paragragh, that is why we will have many discussions to help you understand it.
retirement income planning
We help you identify all sources of income during retirement and create a tax optimized withdrawal strategy for lifetime income.