Retirement planning isn’t just about figuring out the right amount of money to save — it’s also about finding the right place to save it.
At CTS Financial Group, we help you develop a strategy to comfortably retire from your career at a specific age.
It includes a review of your net worth and asset diversification, and if you have children, a plan for their college education.
Our analysis considers multiple “what-if” scenarios using alternative spending and savings goals in conjunction with varying retirement age assumptions. We will also examine how different inflation and income tax rates could affect your retirement.
By using different investment rates of return, we can devise an investment strategy and asset allocation plan that can help you achieve your retirement goal.
