Safe Landing Financial helps you reach your financial goals while ensuring you don’t run out of money during retirement. We want to give you financial peace of mind to allow you to focus more on what you’re passionate about. Our retirement planning process includes:
Safe Landing Financial uses advanced financial planning software to build your plan, track the plan’s success, run stress tests, and determine actionable next steps.
We run Monte-Carlo simulations to identify the probability of your savings lasting through retirement. Next, we compare different scenarios to give you confidence for achieving financial goals such as early retirement, travel, buying a second home, etc. Finally, we strategize ways to improve the success rate of your financial plan.
Safe Landing Financial identifies tax-efficient retirement income distribution strategy for your unique strategy. Your strategy for withdrawing retirement assets is as important as your strategy for accumulating them.
Taxes during retirement can be higher than expected. We can help you save more money in lower income years with a sequential distribution strategy and utilizing Roth conversions.
Disclosure: The above Monte Carlo simulation and tax-efficient retirement simulation is hypothetical and does not involve an actual Safe Landing Financial client. No part of this content should be taken as a guarantee that their household will experience similar results if Safe Landing Financial is chosen to provide financial planning services.
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Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind in your unique situation.