TMG Retirement Roadmap

Every path to retirement is unique. The Mather Group Retirement Roadmap is the proprietary methodology we use to create the right portfolio for you, that’s flexible enough to account for lifestyle and market changes.

TMG RETIREMENT ROADMAP™ Discovery

We gather everything needed to develop a unified, secure framework for your retirement. First, we articulate your lifestyle goals and the financial requirements needed to realize them. We then inventory your balance sheet, cash flows, tax documents, estate-planning documents, and insurance.

TMG RETIREMENT ROADMAP™ Framework

We identify and attempt to mitigate any risks that could stand between you and your successful retirement. Our analysis integrates leading academic theory with trusted institutional approaches, and we collaborate with you throughout to ensure that you're confident about the road ahead.

TMG RETIREMENT ROADMAP™ Portfolio

We recommend the right investment solution for you based on your tolerance for risk and the constraints of your retirement framework. As we walk you through our five risk-based models, we review each one's historical performance, fee structure, volatility, and potential impact on your success.

TMG RETIREMENT ROADMAP™ Income Stream

At this point, your portfolio will generate an income stream to complement existing pensions, deferred compensation, Social Security, and other retirement income sources. By coordinating the distribution and tax withholding on these income streams, we help you simplify and monitor your retirement framework.

TMG RETIREMENT ROADMAP™ Monitor

We attempt to model your framework against any possible changes you may experience in economic cycles, lifestyle, and family needs. It's how we help ensure that your framework remains dynamic and flexible over the long term. We also conduct an annual review to ensure that our planning work stays the course.


The Mather Group

HOW SMART INVESTORS RETIRE™

  

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