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E
Edwards Financial & Associates
Protect · Grow · Legacy
1Readiness
2Assumptions
3Illustration
Retirement Readiness

How prepared would you say you are for retirement?

There’s no wrong answer — it just gives us a starting point. We’ll show you exactly where things stand on the next screen.

Not at allCompletely confident

Assumptions

Tap any pencil to itemize — estimates are fine to start
$0
$0
$0
$0
$0
$0
$0
Current Lifestyle
$0
= Current Income − Tax − Annual Savings
Retirement Lifestyle (today’s $)

Your Retirement Illustration

Present Projection
Revised Projection
Increase ROR
6% / 5%
Tap to adjust
Save More
$0/yr
Tap to adjust
Work Longer
Age 65
Tap to adjust
Decrease Lifestyle
$0/yr
Tap to adjust
Change Inflation
3.0%
Tap to adjust
Present Projection
Age
Revised Projection
Account Balance
Annual Lifestyle
Age
Account Balance
Annual Lifestyle
— Gold rule marks the retirement year. Annual Lifestyle = total annual income you can live on; drops to pension/DB income once the account is spent. Click the right column to view it in today’s dollars.
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