Retirement Income/Distribution Analysis

A comprehensive report to study a client’s Balance Sheet and Income Statement to determine whether a client’s perceived Retirement Expectations are achievable.  We gather all the client’s Personal Financial information, including a Cash-Flow Survey, which is then input into a sophisticated Financial Planning Software program.

The results of the study are a vital tool in guiding both the Advisor and Client towards evaluating the viability and practicality of when the client can Retire most comfortably.