RETIREMENT
Retirement planning
We put state pension, private pension, rent and savings in one table and work out your monthly income in retirement.
Retirement income comes from four places; we show them in today’s money.
How we proceed
Each stage a folio.
- Folio ISnapshot
State pension record, private pension, assets.
- Folio IINeed
Monthly spending in retirement.
- Folio IIIGap
Difference between income and need.
- Folio IVPlan
Monthly saving and fund mix.
Other volumes
A one-hour first meeting
Free and non-binding. At our office, by video or phone. Let’s start writing your goals there.