Personal Retirement Planning
We integrate all the pieces of a client’s financial affairs through CFM Horizon™, our easy-to-understand proprietary financial model. This serves as a road map and helps answer the most important questions:
- Can I reach my long-term financial goals and objectives?
- When can I retire?
- Will I be financially secure?
- What are the income tax consequences?
- When should I take distributions from my qualified plan?
- How should my investments be allocated?
- How much risk should I be taking?