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If your plans for retirement income that you believe to be true, turned out not to be true, when would you want to know?

Most people nearing retirement age believe that they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical: without it, how can you really be sure?

Having a sound personalized retirement income analysis can potentially help you toward your dream retirement. With our Retirement Explorer service, you can take a closer look at some of the thoughts, assumptions, and figures that you’ve accumulated about retirement, then test them to confirm whether that strategy is likely to succeed.

If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that can reveal when your income might fall below a desired level. You can then make adjustments to your strategy now designed to help avoid any problems later. Meaning you can take control of your finances and head into retirement with reassurance that you have designed your strategy to be ready for whatever comes your way.

Complete the Client Data Form and bring it with you to our appointment.


*Retirement Explorer® is a software program designed to help agents review the effectiveness and potential success of a retirement strategy. Retirement Explorer® is not a comprehensive financial plan, nor is it a comprehensive overview of all of your portfolio holdings.