Retirement Planning presents a moving target based upon a client’s assets, types of accounts, current age, risk tolerance, tax situation and overall retirement lifestyle goals. In essence, how much money does one need to live the retirement they want? Capital Investment Counsel begins to answer that question by helping you create a Net Worth Statement, which takes into account all assets and liabilities. Next, we perform a cash flow analysis, using computer simulations that vary the annual return on assets to simulate changing conditions.
Once this overview of your present situation comes into focus, we can work together to plot a course of retirement strategies to meet your objectives.
- Traditional & Roth IRAs
- 401 (k) and other employer-sponsored plans
- SEPs
- Trusts
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