The Four Questions that everyone needs to know the answers to...

The four questions that everyone needs to know the answers to, before they retire:

1. What rate of return do I need to earn, in order to accumulate enough money, so that I can live in the lifestyle I desire, throughout my life expectancy?

2. How much do I need to be saving, in order to accumulate enough money, to live in the lifestyle I desire, through out my life expectancy?

3. How long do I have to work, in order to have enough money to live in the lifestyle I desire, through out my life expectancy?

4. How much will I be able to spend in retirement, through out my life expectancy?

These are the questions we are able to assist our clients in answering. Our client base is two-fold. We provide benefit reports to federal employees and financial advice specific to those benefits. We also provide financial guidance to clients in the private sector. With all clients, we educate, mentor and demonstrate, how possibly each and every dollar spent, impacts their future lifestyle.