At the conclusion of the Visual Story, a two-page worksheet is provided to all attendees. Participants are encouraged to attend a follow-up meeting in which the worksheet will be used to generate each participant's personalized retirement plan from our proprietary software.  This plan incorporates all retirement investment vehicles including pension plans (401(k)), IRAs, and annuities.

Three page summary of:
Target Nest Egg - How much do I need for Retirement?
Current Nest Egg - How much do I have currently?
Annual Savings Required - What do I do to fund the shortfall?

Monte Carlo simulations to quantify investment risks

"What-if" scenario analysis of asset allocation assumptions

Structured based on recent behavior economics theory for long-term guidance