Do I Have Enough?

 What they really want to know is whether their lifestyle, income & savings will all work together for the years ahead. We help answer that with clear planning around cash flow, investments & risk.

Clients often underestimate how long they need to make their money last. At age 60, you need to plan for at least 30 years. Even now, Americans with wealth often live to their mid- to late-80s, according to studies. It’s reasonable to assume that medical advances will significantly increase that longevity for our 60-year-old.

We build a clear year-by-year picture of your retirement, showing how your income, spending and investments might work together over time. We then put that plan through thousands of real-world market scenarios to see how it holds up under pressure. The result is a retirement strategy that is tested, refined & built to last with greater confidence. Because it’s often said that retirement isn’t a math problem, it’s a peace of mind.