We are constantly asked, "what makes your company different than all of the other wealth managers/investment advisors/financial planners out there?" The answer to that is simple. We don't pretend like to know everything. We try to pull in as many outside resources, theories, and ideas as possible to give our clients the most well-rounded experience in our industry.
That said, here's a tool we recently found that helps assess your retirement prospects by aggregating a few characteristics and performing an analysis. The name of the tool is
Future Advisor, and from what we've heard, it's very useful and practical for anyone wanting a quick and fairly thorough analysis.
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