Retirement Analysis

The Retirement Analysis Kit is a vivid retirement illustration software tool that we use in working with our clients. With the use of this software, we can generate a quick analysis of an individual’s retirement need and how that correlates to their current sources of income and shows and explains any retirement shortfall that may exist.

The software allows us to perform analysis of current contributions the individual is making towards their retirement. We take a look at current contributions, comparing with higher and lower contribution rates to see how income will be affected, and ultimately, how final retirement value will be affected.

In this day and age, we feel that it is incredibly important for individuals to be educated about what their retirement actually looks like given their present situation. We strive to give clients a clear and unbiased picture of their retirement needs as quickly as possible.