Are you asking yourself how you can successfully fund the retirement lifestyle you want? Let Retirement Designer^™ do the calculations for you, so you can focus on crafting your dream retirement instead. Your ability to understand the outcomes of your choices before you make them can only lead to greater confidence and better choices.

• Gain clarity about what future possibilities exist based upon your current financial situation today

• Pre-test different financial funding scenarios to understand the outcome of your choices before you choose to proceed

• Uncover the retirement funding strategy that optimizes your available cash flow and minimizes the taxes you will pay over the balance of your life

Try Retirement Designer^™ for free

Better financial choices – choices that could add hundreds of thousands to your retirement cash flow – will always be made when your money manager has forward-looking knowledge of how much money will be withdrawn from each of your accounts on an annual basis. Why? Because it allows them to adopt a pension-like approach to the structure of each of your investment accounts.

This disciplined process of moving portions of your portfolio closer to cash, as the need for withdrawals approaches, will protect your retirement nest egg from inevitable market downturns and allow you to do more and worry less.

Having consciously charted an initial draft of their retirement journey using Retirement Designer^™, our clients begin to appreciate the frequency with which they are likely to make course corrections and the funding modifications these adjustments can have. Under the Emeritus Program^™, your Retirement Income Specialist frequently checks in to see how your journey is progressing and provides you with the insights and guidance needed to help you confidently make the right choices when unanticipated opportunities or challenges arise.