More confidence in what you can spend
Compare income approaches and see how each could support the lifestyle you want throughout retirement.
A more measurable approach
to retirement
to retirement
What would give you greater peace of mind about retirement?
We start with what’s important to you—whether it’s the life you want to maintain or a financial goal you’ve already set. Together, we’ll compare approaches to see what each could make possible, so you can refine and improve your personal and financial goals as new possibilities come into view.
Shape Your Retirement Review
A few quick questions give us a starting point.
A plan for changing markets
Compare how different approaches balance growth opportunities with protection, and see what each could mean for your retirement income.
Tax efficiency by design
Like a smooth landing, tax efficiency takes timing and coordination. Our CPA considers how each strategy is funded, sequenced, timed, and used.
Freedom today, choices tomorrow
Explore ways to provide for the people and causes you care about while keeping the flexibility to use your money along the way.
The Fair Comparison Standard
Compare your retirement options with expert guidance, under the same conditions.
We show you the assumptions behind each projection and do the work of comparing your current portfolio, our recommendation, and any other proposal under the same market conditions and spending needs. Our CPA calculates the after-tax cash flow year by year, so you can compare the outcomes directly.
Same conditions for every comparison
Let’s compare the results together!
- Your goals
- Market scenarios
- Inflation
- Time horizon
- Spending needs
- Tax calculation method
- Roth Conversions
- Charitable Strategies
- Business Exit Planning
Different options Measurable results
We welcome the chance to do this work alongside you. We support the result that best serves your goals, whether that means keeping your current plan, choosing our recommendation, or choosing someone else’s.
The process
Measure Understand Compare Decide
01
Where do you stand today, and where could your current path take you?
We measure your starting point and project how your plan could support you over time.
02
What do the numbers tell you?
We walk through the results together and see how they compare with what you expected.
03
Where could each choice take you?
We evaluate your current plan and each alternative under the same conditions, then compare their after-tax cash flows year by year. Want to test a strong market, a downturn, or a change in spending? We run the new scenario across every option.
04
Which choice makes sense for you?
With the outcomes clear, you can weigh the numbers alongside your preferences and how each choice would work in your life.
What you can expect throughout
How you feel about the process matters, too.
Plain English. Honest answers.
Plain English
Clear explanations that help you understand your choices and what they could mean for your retirement.
Honest answers
Room for your questions, a clear view of the tradeoffs, and a direct answer when something needs a closer look.
No pressure. Full transparency.
No pressure
Time to consider your options, ask more questions, and decide what feels right for you.
Full transparency
A clear discussion of costs, limitations, and tradeoffs before you make a decision.
Proper documentation. A solid point of contact.
Proper documentation
Written information you can revisit, so the reasoning and next steps are clear.
A solid point of contact
Know who to turn to when questions come up and how to keep the conversation moving.