Goal planning & monitoring to bring your goals into focus
Wouldn’t it be great if you could have a clear assessment of what it would take to most likely meet your goals? To help ensure that your goals – and our strategy for pursuing them – are well-defined, we utilize sophisticated planning software from Raymond James called Goal Planning & Monitoring. This powerful resource, together with our deep planning experience, helps align financial decisions with your vision of retirement and other personal goals.
The return assumptions in Goal Planning & Monitoring are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. Goal Planning & Monitoring results may vary with each use and over time.
The images [and/or screenshots] are reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.
401(k) Savings Calculator
Required Minimum Distributions (RMD)
Roth 401(k) vs. Traditional 401(k)
Roth IRA vs. Traditional IRA
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