08 2018 CA Presentation Lunch Event

Pension Analysis

Meet Emma

This is Emma's retirement plan

Full-Time Salary

Teacher's Salary

Cost of Living

Food & day-to-day costs

Home Mortgage

Healthcare Costs

Travel & Leisure

Retirement Ready?

Partner with us to plan your retirement.

State Pension Plan

50% of Salary

Retirement Income

$45k /yr

Retirement Expenses

$73k /yr

Additional Income Needed

-$28k /yr

Full-Time Salary

Teacher's Salary

Cost of Living

Food & day-to-day costs

Home Mortgage

Healthcare Costs

Travel & Leisure

State Pension Plan

50% of Salary

Retirement Income

$45k /yr

Retirement Expenses

$73k /yr

Retirement Ready?

Partner with us to plan your retirement.

Full-Time Salary

Teacher's Salary

State Pension Plan

50% of Salary

Retirement Income

$45k /yr

Cost of Living

Food & day-to-day costs

Home Mortgage

Healthcare Costs

Travel & Leisure

Retirement Expenses

$73k /yr

Retirement Ready?

Partner with us to plan your retirement.

Your Retirement Income should match your Retirement Expenses

If you’re healthy, the likelihood of living into your 90’s or even reaching 100 is very real.

Although you can expect your state defined benefit retirement plan to last as long as you live, your plan income may average only a percentage of your final salary. Plus, your benefits may not meet all your retirement living expenses or cover emergencies.

HERE ARE SOME IMPORTANT FACTORS TO CONSIDER:

Planning for retirement is complex.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

We’ll help you weigh your options.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

Planning for retirement is complex.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

We’ll help you weigh your options.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

Pension Analysis

Meet Emma

This is Emma's retirement plan

Full-Time Salary

Teacher's Salary

Cost of Living

Food & day-to-day costs

Home Mortgage

Healthcare Costs

Travel & Leisure

Retirement Ready?

Partner with us to plan your retirement.

State Pension Plan

50% of Salary

Retirement Income

$45k /yr

Retirement Expenses

$73k /yr

Additional Income Needed

-$28k /yr

Full-Time Salary

Teacher's Salary

Cost of Living

Food & day-to-day costs

Home Mortgage

Healthcare Costs

Travel & Leisure

State Pension Plan

50% of Salary

Retirement Income

$45k /yr

Retirement Expenses

$73k /yr

Retirement Ready?

Partner with us to plan your retirement.

Full-Time Salary

Teacher's Salary

State Pension Plan

50% of Salary

Retirement Income

$45k /yr

Cost of Living

Food & day-to-day costs

Home Mortgage

Healthcare Costs

Travel & Leisure

Retirement Expenses

$73k /yr

Retirement Ready?

Partner with us to plan your retirement.

HERE ARE SOME IMPORTANT FACTORS TO CONSIDER:

Planning for retirement is complex.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

We’ll help you weigh your options.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

Planning for retirement is complex.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

We’ll help you weigh your options.

Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs? We’ll help you with the math for all of it.

Start Planning Today.