At the core of our data-driven Power of Understanding System is using the most comprehensive tools to get your numbers correct.
We use the tools that provide you with the most realistic look at your retirement.
How to Test INCOME
The goal of testing your income is to give you a real-world analysis of your retirement scenario.
This is different than what you will find using the Monte Carlo analysis which most advisors utilize.
How to Measure PORTFOLIOS
We analyze your portfolio using award-winning technology that quantifies your acceptable levels of risk and reward.
How to Minimize TAXES
We use software to provide a landscape view of your tax situation, which may allow us to suggest alternate patterns of withdrawal or contribution to retirement accounts to minimize your taxes
If you are an investor who has struggled with understanding the intricate nature of distribution planning, we believe our process can help. If you want to spend less time worrying about your finances and spending more time enjoying your retirement, we believe our process can help. Finally, if you are unsure how to properly weigh the various factors for success, we believe our process can help.
If that sounds like your type of approach, we hope you’ll take the time learn more.
Let us start by introducing the characteristics of our data-driven Power of Understanding System.
The Power of Understanding System was designed solely for investors who are approaching retirement or already in retirement. Every outcome is customized to meet the needs of each unique investor.
The three core elements of our process:
- Test income against historic outcomes
- Measure your portfolio for risk reward efficiency
- Design plans to minimize impact of taxes
We continually analyze the impact of each step on your retirement outcomes with the goal of providing you the most transparent understanding of your situation.
The reason we use the data-driven Power of Understanding System is that it’s truly a holistic approach to retirement planning.
Our approach is comprehensive and enduring, rooted in respected, retirement planning principles and research. It is intuitive and flexible, therefore able to adapt to all sorts of market conditions. The result is an integrated, complementary structure that can relieve retirees of the stress and anxiety of knowing “what’s the right strategy right now?”
What should you do now?
Retirees today have access to more planning tools and strategic information than at any other time in history. However, despite this wealth of information, many of them still have a hard time piecing together their retirement puzzle.
We believe in this structure because it addresses a major question facing many retirees today — “how do piece together the puzzle of retirement?”
If you find any of these terms unfamiliar, do not worry. We will detail and explain each in our first meeting.
This will enable you to see the exact engineering behind our result and why to choose Retire Pittsburgh.