We engage you in a series of conversations to gain an understanding of who you are, and the important factors needed to properly project your TLC goal.
You receive a clear, logical explanation of the assumptions used to generate your TLC goal, including the withdrawal rate and impact of inflation so you do not outlive your money. This thorough, educational approach includes a projection of the income you'll need year-after-year in retirement.
You'll receive several scenarios with different risk and reward assumptions so you can easily compare and decide the most suitable and comfortable path to reach your TLC goal.
Our ongoing phone conversations keep you up to date on your portfolio's progress and promotes investment confidence and positive investment outcomes.