RealityCheck™ is our new planning tool to estimate how much monthly income you might expect from your retirement portfolio. Meet with a Wealth Enhancement Group advisor and discuss your retirement plans. We'll crunch the numbers, prepare the RealityCheck™ report, and go over it with you in detail.
Using our exclusive tool, your advisor will calculate an estimate of your monthly retirement income. You'll also receive:
An analysis of your current investment
assets and their tax efficiency,
A forecast of potential growth,
An estimate of your Social Security benefits,
And a projection of taxes, Medicare and Medigap premiums.