It is important to understand the key drivers of a successful retirement. Those drivers, as shown below allow our clients to decide what is important to them. For example, if our client tests for a low risk and low return portfolio how does that relate to their spending requirement? Usually, a high spending requirement combined with a low return assumption may not pencil out over the long term and vis-versa.
Our proprietary Retirement Balancing Act™ tool empowers our clients to make smart decisions today so they can design their future for a more likely successful retirement.
