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I don’t know if I’ll be able to maintain my lifestyle when I retire

Take control of your wealth.

Tell us your situation in 20 minutes, no commitment.

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At 58, Carlos realised that he did not know whether his assets and expected pension would support his lifestyle in retirement.

A doctor with his own practice, he had solid income and accumulated savings, but no structured plan for the years ahead.

We started with the whole picture: assets, liabilities, expected spending, contribution history, time horizon and risk tolerance.

We estimated his public pension using his contribution history and Social Security information available at the time. We then modelled several retirement ages, spending levels and market scenarios.

Pension-plan withdrawals can have different tax effects depending on how and when benefits are taken. We compared options under the rules and assumptions applicable to his circumstances, without promising a specific tax saving.

We also assessed whether his pension and financial assets could support the proposed spending over time. The projections depend on assumptions and do not guarantee income, returns or preservation of capital.

The central question was not a single number, but which decisions would make the plan more resilient under different scenarios.

This example is illustrative. Names and details have been changed to protect privacy. Projections are estimates based on assumptions and do not guarantee an outcome. Tax and pension rules can change; review your plan with qualified professionals before acting.