A CTS Retirement Plan focuses on developing a strategy that will enable you to comfortably retire from your career at a specific age. It includes a review of your net worth and asset diversification. If you have younger children, planning for their college education will also be taken into account.

Our analysis considers multiple “what-if” scenarios using alternative spending and savings goals in conjunction with varying retirement age assumptions. We will also examine how different inflation and income tax rates could affect your retirement. By using different investment rates of return, we can devise an investment strategy and asset allocation plan that can help you achieve your retirement goal.