Safety
Years 0 to 2What this bucket needs$120,000
Positioned there now$45,000
Deficit
$75,000
Where Your Money Sits Today
You have the total your plan calls for. What we're looking at is timing — some of it is positioned for later than you'll need it, and some for sooner.
Stability
Years 3 to 7What this bucket needs$310,000
Positioned there now$90,000
Deficit
$220,000
Growth
Year 8+What's left for growth$970,000
Positioned there now$1,265,000
Surplus
$295,000
Your total portfolio
$1,400,000
Adjust current positioning
Advisor Mode only. The client sees the bars above update as you type.
Bucket amounts are planning estimates based on projected income and withdrawal needs. They should be revisited as spending, income, and markets change.
This presentation is for discussion purposes and is not a recommendation to buy or sell any security or insurance product. Figures shown are estimates based on assumptions entered by your advisor and will differ from actual results.