RetireScope is our complimentary retirement projection tool, designed to bring clarity and understanding to the retirement process. In your initial session, (conveniently held via our on-line meeting software in the comforts of your own home!) RetireScope will provide you with:
- A clear snapshot of where you stand in terms of your retirement goals
- A detailed income projection to determine when you can stop working and / or how long your money will last
- A road map to identify and prioritize future financial planning opportunities
- How to better position yourself to retire when you want
Your session will last anywhere from 15 minutes to 45 minutes depending on your questions. If additional time is needed, a separate meeting/phone call can be scheduled. Please highlight the scheduling options that work best for you. Next, click the link below to complete a short profile form to maximize the effectiveness of your session. We look forward to meeting you!