The simple answer is to let us calculate the number for you! To get started we only need a few items. We’ll need to know how old you are, a current list of your investments (a rough estimate will do) and your sources of income (Social Security or pensions). We’ll need the same information for a spouse. Incidentally, we make it easy with our free, super short retirement planning questionnaire.
Once you’ve provided the information we can enter your data into our software and show you your retirement options. We’ll even provide a link to the software program that will allow you to make changes and view the results.
For those of you with more complicated financial lives (business owners and high net worth individuals) the plans can be more complicated. It’s not a problem, it just might take a little longer.
You can get started today by entering your name and email address below.