Give your clients the retirement they deserve.
The Perfect Withdrawal Amount
The Perfect Withdrawal Amount (PWA) is the amount that a retiree could consistently withdraw from their portfolio in order to maximize the amount withdrawn without emptying the fund prematurely.
Transforming Retirement Planning
Gone are the days of obsolete static retirement plans. Our innovative methods allow you to use the PWA methodology to give retirees the best retirement possible, leaving behind only what they want, and remaining within acceptable risk levels.