To ensure your spending needs are met, it’s important to explore what you envision in retirement. Some examples: travel, philanthropy, a change of residence, personal passions.
We’ll help you organize all your financials, including current investments, income and expenses, saving discipline, typical spending, and future retirement income.
If we tweak here or there, then what? We’ll create different scenarios, including: upping your current savings rate, shifting investment allocations, drilling down into expenses, and potentially retiring later.
Once you have a plan, how can you ensure it stays solid? We’ll revisit it on an annual basis, hearing from you whether any goals or circumstances have changed and adjust accordingly.
“Understanding longevity is critical to how our clients should view the long arc of their working lives. We’re engaged not only in helping them turn their working and investment capital into financial wealth—we want to help them plan for a wonderful quality of life in their later years.”
Russell T. Hill, Chairman/CEO
Our collaboration with Stanford
