Client Statements

Sample Retirement Income Model

The following is an example of what we refer to as the ‘magic cash flow’ page from the written financial plans we produce. This very powerful document is a concise summary of the client’s financial situation going forward. It outlines income sources, taxation, and living expenses. Problem areas and potential opportunities can be quickly identified from this summary. Financial strategies can then be modeled to deal with the problem areas and take advantage of the opportunities.

 

 

Retirement Income and Expense Model Example