Retirement Scenario Planning

Retirement Scenario Planning

two dogs walking on their path to retirement
Scenario planning is how we help clients make critical financial decisions. Our help in this area has improved our clients’ condition by hundreds of thousands of dollars.
Scenario planning is how we help clients make critical financial decisions. Our help in this area has improved our clients’ condition by hundreds of thousands of dollars.
two dogs walking on their path to retirement

Retirement scenario planning is how we help clients make critical financial decisions. Our help in this area has improved our clients’ condition by hundreds of thousands of dollars. 

And for many, millions of dollars

If you are like many of our clients, your planning questions – goals and dreams – might be:

  • What if we downsize our home? Will that improve our plan?
  • What if we live in a different state? A more tax-friendly state? (Which, based on current tax law, is anywhere but California). Will that help our plan? 
  • What will happen to our plan if we buy a second home in [Lake Tahoe, Maui, Arizona, Idaho]?
  • What if we help our children buy their first home?
  • What if I retire a few years early?
  • Is it a good idea to move some of our retirement money into Roth IRA accounts?
  • What does it look like if we spend $200,000 on remodeling our home?

This list can be endless. Ask us, and we will add it to the list. Your projected outcome compared to others will vary because your goals and resources are unique to you. Each question will include a thoughtful set of discussions, assumptions and rationale, and financial illustrations. 

Imagine working with an advisor who does not have the experience and tools to help you with these questions. What if you decided, because you could not get the help needed, you did nothing because you weren’t sure what to expect? 

At Cornerstone, exploring these goals and dreams is done through retirement scenario planning. Scenario planning will include comparing your options side-by-side to help you make a well-informed decision.   

Cornerstone is a place where goals and dreams are explored. You have worked hard your entire life. You deserve all the retirement scenario planning options you can imagine.

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Cornerstone Wealth Management is recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.

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