Cash Flow Analysis

Analysis will give great insight into how your cash flow will look in retirement based on all of the assets and pensions available to you in the years to come. From this analysis we look at the way your assets are allocated today to see if the projected growth rate is sufficient to meet your retirement cash flow needs. Here are most of the details considered.

STRS/PERS Benefit Statement
If you have not yet received a statement, you can simply provide the following information and we can estimate what your benefit will be:

• Years of Service Credit
• Other Service Credit you expect to have at retirement
• This year's salary (If you have less than 25 Years of Service, please provide this year's and the previous two year's salary)
• Date of birth
• Beneficiary's date of birth

Retirement Accounts
This includes 403(b), 457(b), 401(k), IRA, Roth IRA, SEP IRA, SIMPLE IRA, Defined Benefit Pension Plan, Profit Sharing Plan & Keogh

Non-Qualified Accounts
This includes individual accounts, trust accounts, joint accounts, savings accounts, CDs & money market accounts

Other Income Sources
Provide amount of income to be received and where it will be coming from (this includes Social Security - most recent Social Security statement would be very helpful).

Click here to view a simple sample analysis.