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Retirement Accumulation & Distribution Planning

Accumulation – Involves calculating your “magic number” that you need to hit in order to become financial independent so that you work because you want to, and not because you have to.  This allows us to quantify how much you need to save each year and where to save it. 

Distribution - Develop reliable sources of retirement income that are designed to maintain your lifestyle on an inflation adjusted basis. In other words, we want to make sure that you continue to get a raise during your retirement years so you can maintain the lifestyle that you have become accustom to. At the same we will we quantify your risks or challenges so we can properly plan for them.