Pre-Retirees

The typical client in this segment is age 55. They’ve put their kids through school and bought all of the big ticket items that they are going to. They generally have their eye set on that magical number … 65. They seek to sock as much money as they can into a retirement account or taxable account in order to have enough to retire comfortably. But how much is enough?  We provide that analysis, along with recommendations on tax efficiency and investment selection. We also stress test the plan using Monte Carlo Simulation software.