Having a written retirement roadmap is an integral part to a retiree’s ability to have a smooth and successful retirement. As the saying goes, failing to plan is planning to fail.
Our retirement roadmap provides our clients with the ability to see how their choices in retirement will affect their overall retirement savings. Our goal is to make sure the clients do not run out of money prior to age 100. If a client’s roadmap shows them running out of money prior to age 100, we are able to show them, in real-time, adjustments that can help to change this. If a roadmap shows an excess of monies at age 100 we are able to show clients how spending more money on vacations and travel or maybe retiring early will affect them. If you don’t want to live to 100, no problem because your roadmap will show you how to spend all of your money by your own self-imposed “sell by” date.