Can You Retire in the Next Few Years?

A Real Example of the Analysis You’ll Receive

This example shows how we evaluate a retirement decision—what needs to be true, how realistic it is, and what the path looks like over time.

Example Client Snapshot

  • Couple currently age 54 and 55

  • Target retirement ages 56 and 58

  • Current monthly spend: $12,000

  • Projected retirement spend: $15,600/month

  • Goal: Retire soon while maintaining lifestyle and preserving portfolio value

What This Shows

  • Retirement in the near term is viable, even with higher spending than today

  • The required return (5.5%) is realistic based on historical outcomes

  • The portfolio grows after retirement and remains intact over time

Download the Full Analysis

Establish clarity on your own plan

If you’re within 10–15 years of retirement and want to understand what’s actually possible, we can walk through your situation and show you what needs to be true.

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