Use an adviser that has been along this journey many times before.
Retirement is one of life’s most stressful events. With decades of experience in the TRAC team, we can help you along every step of the way.
AON Hewitt research identified investors with an adviser have a 1.8 to 2.92% per year outperformance compare to those without an adviser (AON, 2011).
Texas Tech University also published research that states those working with a retirement plan 5-10 years ahead had increased their wealth by $157,427 compared to those without a plan (Texas Tech, 2011).
The role of money in retirement is to be confident that you can enjoy the lifestyle of your choosing for as long as you live.
As shown in the image, our 5 silo retirement structure is a starting point to prepare you financially for virtually anything that may happen.