Our Mission
Thoroughly planning for retirement simply isn't enough to ensure you'll have a comfortable amount of income when the time comes. The rising cost of living, economic shifts, unforeseen expenses, and many other variables can cause your planned retirement income to fall short of anticipated needs. The difference between your retirement income and actual expenses is known as your Retirement Income Gap.
In the case of teachers and public workers, who traditionally have a pension, this gap will affect you even more. In addition to the retirement income gap mentioned above, you face another challenge. Your pension is very unlikely to pay out the same amount of income you were making during your last year of working. Which means the income from your pension during your retirement isn't going to be enough to support the same lifestyle you've been living while working. This further highlights the importance of having a well thought out plan for retirement.
Below is a graph illustrating the estimated average amount of income you'll need during retirement. As you can see, the amount you need increases with age, while the average amount paid out from retirement savings stays the same, creating the dreaded retirement income gap mentioned earlier.
Our mission is to take you through the extra steps of planning for the income gap so as to deliver you the most comfortable amount of income possible during retirement. Our advisors work tirelessly to ensure all variables are accounted for to deliver you the most essential and realistic retirement goals.
We believe that everyone should have the ability to get the retirement help they need no matter what's going on. The Coronavirus Pandemic has made meeting with an advisor very difficult for most. That's why we specialize in connecting you virtually with an advisor chosen based upon your exact retirement needs. We deliver only the best advisors to you, nationwide and from the comfort of your own home.
