Good Retirement Planning Takes More Than a Calculator.
Retirement isn't just about the numbers. It's about you. The RIM Method™ brings together the analytical side of retirement income planning with the human side of retirement decisions — so you can create a plan that works on paper and in real life.
The RIM Method™
The Numbers Matter
There is a science to retirement planning. The numbers matter — income needs, taxes, Social Security, pensions, market risk, longevity and more.
- Income Needs
- Taxes
- Social Security
- Pensions
- Market Risk
- Longevity
But You Matter More
There's another side that spreadsheets aren't particularly good at: YOU.
- What do you want retirement to look like?
- How much certainty helps you sleep at night?
- How important is flexibility?
- How important is family?
- How important is leaving something behind?
That's the thinking behind The RIM Method™.
Because the mathematically perfect plan isn't very useful if it's a plan you're uncomfortable living with.
We combine the analytical side of retirement income planning with the human side of retirement decisions.
Four Things We Try to Get Right
Analytical Precision
Human Perspective
We get the math right, ensuring every withdrawal strategy is stress-tested against inflation and market risk.
Spreadsheets don't feel stress. We factor in your comfort levels and legacy goals to create a plan you can live with.
Income Sustainability
Tax Optimization
Ensuring your money lasts as long as you do, with strategies built to weather various market cycles.
It's not what you earn, it's what you keep. We integrate tax-smart withdrawal strategies into every plan component.