This tool has four tabs that are used to produce an estimation of whether you and your family have enough savings for retirement. Each tab walks through basic information needed to generate the projection. This high-level projection can be compounded with a financial plan through Matco to provide peace of mind for all your financial goals, not just retirement.
A financial plan is a living document we use for many purposes to help add value to our clients. At Matco, we use a financial plan to help determine tax strategies, risk tolerance, estate planning and comfort in the entire wealth management picture. If you have not walked through the retirement tool online, we welcome you to do so. If you would like to have a conversation about updating or generating a financial plan, please reach out to me directly or to one of our portfolio managers.
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Tom Stachiw, CIM
Founded in 2006 to manage and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, foundations, endowments, condominium corporations, trusts, corporations and not-for-profit organizations.
Our mission is to simplify the investment world for our clients by understanding their needs and providing exceptional investment solutions that preserve and grow capital.