When you meet with a client to discuss their financial needs moving into retirement, a good question to start with is…

“How much income do you want or need per month?”

The next question should be…

“What amount of volatility are you comfortable with experiencing in the market?”

We all know most clients will say, “no volatility” on the first round of a discussion. Which is why we’ve made it easy for you to show them the capital required to achieve desired yields, or income, with specified risk-tolerance.

Our exclusive Retirement Income Calculator helps you effectively communicate required capital, realistic yields and what risk exists in the investment process.

Input how much income the client would ideally like to per month.
Cash flow is possible with the right income strategy.