Financial Planning

If you are seeking answers to their retirement plans, many people are experiencing unanticipated early retirement and layoffs. This trend, combined with increased life expectancies, creates a serious need for a method for projecting retirement benefits and determining how long your client's money will last.  Just CLICK HERE to download the Financial Planner form.  Please complete the form and return to us by  fax 703-481-1463, email to cbremer@financial-directors.com, or by regular mail. 

Financial Planner illustrates the following items:  

• Projects annual living expenses adjusted for inflation.
• Automatically estimates Social Security and pension benefits.
• Calculates children's education expenses and other miscellaneous income or expense items.
• Determines whether there will be a surplus or shortage of spendable income for each year of retirement.
• Shows the value of savings, investments and retirement accounts each year through life expectancy.
• Estimates life insurance needs.
• Illustrates disability needs.
• Shows estate taxes and options.
• See the results in colorful 3-D graphs.
• Creates a Monte Carlo Simulation using 10,000 random rates of return.
• Finds out "When your client will run out of money".