Retirement Planning
To assist you with the planning and implementation of your retirement-related needs, The Fairman Group provides comprehensive support to help you achieve your financial and lifestyle goals. We start with a comprehensive cash flow and wealth accumulation projection which considers your financial goals, liquidity needs, investment time horizon, income and cash flow requirements, and the potential impact of taxes and inflation. This comprehensive model plays an instrumental role in determining your achievable lifestyle, appropriate investment strategies and the impact of estate planning techniques.

Our retirement planning analysis includes:

• Assessing the ability to maintain your desired lifestyle though retirement and remaining lifetime
• Utilizing Monte Carlo simulation to assess likelihood of plan success
• Evaluating the income tax implications of retirement plan distributions and other benefits
• Testing investment models to determine acceptable risk
• Planning for new career, special purchases, life events, or family members with special needs
• Evaluating “what-if” scenarios for retirement date, spending and other variables