Retirement Projection Solutions

Tired of searching for a financial plan and paying too much money? Have you Googled a financial question but can’t get an answer to your specific financial situation? Have you tried all the “free” financial calculators online, but just can’t seem to get the answers that you are looking for?

Have you looked into a financial advisor to run some numbers and/or projections for you but you are not willing to pay thousands of dollars? We get it and we don’t blame you.  We wouldn’t either. 

Instead, we offer TWO lower-cost retirement projections solutions to support your retirement readiness and planning ideas – to any DIY investors by DIY investors. These are different solutions but both have great features!

Both Solutions include Key Added Features such as:

  • Unlimited Support with our Online Discussion Forum: Ask unlimited financial questions and get personalized answers from us (the founder’s Mark and Joe) and other DIY community members. In addition to the membership forum, this membership gives you access to exclusive downloads (such as sharing any case study projection files) over time.
  • One-on-One Coaching:  An optional telephone/video session to support your results and/or coach you through the DIY software platform as you develop your own plan!
  • No-Risk Money Back Guarantee:  We are so confident that you will get value out of our time and support, we are offering you a 30-day 100% no-risk money-back guarantee. Meaning, that if for any reason you are not satisfied with our services within 30 days you will get a 100% refund – as simple as that!

 

Solution 1: Do-it-Yourself (DIY) Retirement Projections

You have the power to design your ideal retirement with confidence. Say goodbye to uncertainty and hello to a future that you can shape according to your dreams. That’s right – we encourage you to be your own retirement planner! 

What is it? You do your own plan.

Get unlimited access to our DIY projections online software platform where you can enter your own financial numbers, goals, and find out for yourself answers to pressing questions like: Do I have enough to retire? When can I retire? Will I run out of money in retirement? How much can I spend in retirement? Create unlimited hypothetical scenarios (ie. what if I sell my house this year or in 5 years) and update your plan as changes occur.

Who is this for? Tech-savvy folks who enjoy using software and are very comfortable with using software on their own. There is built-in Help support in the solution to help you out.

Final Plan - Projections - Adviice

Key Benefits:

  • Empowerment: You’re in the driver’s seat. The platform puts you in control of your retirement projections.
  • Accurate Insights: Make informed decisions based on accurate and up-to-date projections tailored to your unique financial situation.
  • User-Friendly Interface: No financial jargon. No complex spreadsheets. The step-by-step interface supports your planning work.
  • Flexibility: Adjust variables, explore different scenarios, and see how your choices impact your retirement outcomes.
  • Cost Savings: Skip expensive financial advisors. Get expert-level insights without the hefty price tag.

Solution 2: Done-for-You Personalized Retirement Projections

What is it? We create the retirement projections/reports for you (with coaching available)!

Instead of you doing all the work, we use professional software to perform an analysis to answer your most pressing retirement questions and deliver the reports to you.

Who is this for? Anyone that wants to share their retirement income assumptions and plans with us but we do all the work for you!

We use the software to develop personalized reports with your financial information to answer any of your personal questions such as: Do I have enough to retire? When can I retire? Will I run out of money in retirement? What is the most I can spend in retirement? How much of a financial legacy can I leave behind? Should I take CPP at age 65 or 70? How do I minimize OAS clawback? Which account (and when) should I withdraw from for the highest tax efficiency and estate value?

Key Benefits:

  • Affordable: We believe everyone deserves access to reliable retirement projections. Our Done-for-You Retirement Projections offer high-quality insights at a fraction of the cost of traditional financial advisors, who might charge you many thousands of dollars for the same results!
  • Empowerment: Take control of your retirement journey. With this service, you’ll make informed decisions based on accurate projections tailored to your unique situation.
  • Visualize Your Future: Watch your retirement dreams come to life with easy-to-understand visual projections/reports.
  • No Hidden Fees: Say goodbye to surprise charges. We are committed to transparency – no hidden fees or extra costs.