Two real retirement plans, opened up. The same numbers we put in front of the family who owns them.
Every case follows the same path. What they walked in with, then what the review found, then the exact moves we made, then the three scenarios side by side. Find the one that sounds like you and read that one.
Different money, different worries, same process. Click a file to read the whole thing.
A couple in their early fifties with $2.24 million saved and a gift coming from her father. The plan answered both questions, and found $2.46 million nobody was collecting.
He built $2.38 million on his own, all of it in registered accounts. Nobody had shown him what the government takes out of it in his seventies, or what waits at the end.
Both doors start with the same fit call. If you are already on track, we will tell you that too.
You move the accounts over. We handle everything from there, and the planning is covered inside the ongoing management fee.
You pay a flat fee for the full plan. Then you carry it out yourself, or with whoever handles your money today.