The Retirement Planner utilizes a newly-developed, simplified retirement planning technique that incorporates the knowledge gained from safe withdrawal rate research without the need to perform complex and cumbersome Monte Carlo simulations.
The result is a simple, yet surprisingly powerful tool that shows the client at which age he or she is expected to achieve a sustainable retirement portfolio based on their current situation rather than asking the client for their hoped-for retirement age and then reworking their financial realities to achieve that age.
Once the client’s current situation is modeled, which takes less than five minutes and requires a bare minimum amount of data, “what if” scenarios are very easily performed which illustrate the steps or assumptions that need to occur to achieve the desired retirement age.