FINANCIAL PLANNING

OUTLIVING RETIREMENT SAVINGS

Who should care?

 

  • Retirees no longer contributing to retirement accounts

  • Retirees in the distribution phase of retirement

 

How to we plan?

 

  • Discovery phase (365 degree look at income & expenses)

  • Evaluation of your current portfolio, risk, reward, fees

  • Evaluation of your risk tolerance

  • Evaluation of your current portfolio compared to your risk tolerance

  • Comparison of current portfolio to recommendations made by Roberson Tierney back tested against times of market downturns

  • Reports showing income needs / longevity of assets

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