With this service, we help clients identify and set various retirement goals such as desired level of income, retirement age, household account size at retirement, etc. In reaching these goals, we develop an asset allocation strategy that is tailored for each individuals own goals and circumstances. Factors within the economy and market are also evaluated as well in determining one’s asset allocation policy. Using some of the most sophisticated financial planning software available, various projections are made based on one’s current state of their preparedness for retirement and what adjustments need to be executed in order to reach the desired goals.