Goal Seek for Decumulation

How much money can I take from my portfolio without running out?

How long will my portfolio last in retirement?

Given my asset allocation, how much would I need to sustain a given level of withdrawal in retirement?

Do you frequently get these questions from your clients? We bet.

We’ve designed Timeline Goal Finder to help you answer these quick questions with a few clicks. Enter basic inputs in the software such as asset allocation, fees and the goal finder will help you answer those all important questions!

So, what does this look like in real-time? Take a look.👇

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Questions? Feel free to drop us a line below.

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