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The Financial Future Report is a tool that is used to help understand and project the financial future of the recipient of the report.  The information can then be used to create a list of the tools and strategies to execute the financial future plan.

The Financial Future report will provide:  

A projected lifetime balance sheet provides a comprehensive overview of your financial  journey, projecting income and expenses from the present through age 100. This detailed  breakdown considers fixed and discretionary spending, retirement account withdrawals,  taxes, and more, granting you a clearer perspective on your financial security.  

Investment Strategy & Spending Behavior: Identify investing strategies and spending  behaviors that reflect current aspirations and mitigates future living standard risks.   

Two comparison plans:  We present you with two distinct financial plans: the base Plan,  representing your current financial standing and current provided aspirations and an  alternate plan, which explores various strategies to potentially enhance your lifetime fixed  and discretionary spending, all while ensuring financial stability.  

A guide to Social Security optimization.  This will illustrate the options available for Social  Security filing strategies to secure the highest possible benefits or choose the benefits  that align with your preferences and financial goals.   

Tax-Efficient Retirement Withdrawals. A calculation of optimal retirement account  withdrawal start dates, aiming for tax efficiency to assist in securing the financial future  while working to minimize tax liabilities.   

Income Stream Evaluation:  The report will assist by providing you with insights into the  suitability and feasibility of a reliable stream of income, thus enhancing financial stability  in retirement.  

Life-Changing Financial Decisions:  Whether in the early stages of planning or approaching  retirement, the report will assist in answering significant financial questions, such as "Are  we able to retire?" readiness.   

Investment Strategy & Spending Behavior: Identify investing strategies and spending behaviors that reflect current aspirations and mitigates future living standard risk