Visualizing the Trajectory of Retirement Assets

Being able to see the trajectory of retirement assets is an important step in the financial planning process. At Retirement Planning Services, we use a visual called the Curves of Retirement to explain this broadly to clients before we open any financial planning software.

Learn more about the Curves of Retirement and how we think about the opportunities facing clients as they approach retirement.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.