Your retirement plan is all about having choices and living life on your terms.

The first step to your retirement plan is getting organized. We start building your personal balance sheet and cash flow statement.

Then we can assess your retirement readiness. We run break-even analysis for certain retirement decisions. We also crunch numbers to provide pro forma reporting. We also test the plan by running it through different scenarios.

Your retirement plan, like life, is not stagnant. We continuously update your plan as life events happen, tax laws change, and the investment landscape moves.

At the end of the day, we are looking to create a pension for you. How much do you want your pension to be? That depends on a lot of factors, but for starters you can check out the guardrail concept in retirement.

As financial advisors, we have experience guiding our clients through retirement scenarios and sound planning. We will take you through the necessary steps to get you where you need to be. With two offices to serve you, one in Chicago and the other in Ann Arbor, we are poised to provide the financial advice you need for successful retirement planning. Get in touch with us today.