Your advisor will integrate your goals with tactical considerations using
our Discovery Apps covering a variety of topics.

 

You and your advisor will determine which of these tools are right for you.

icon

Social Security

Taking benefits early can have an impact on Social Security.4

icon

Healthcare

Potential out-of-pocket healthcare expenses now and in retirement.

icon

Lifetime Income

The impact that income, inflation and life expectancy can have on retirement.

icon

Trust

A trust can help address goals like protecting assets and providing for family.

icon

Sequence of Returns

The risk of experiencing poor market returns early in retirement.

icon

Longevity

Opportunities and challenges that come with living longer in retirement.