As a Baby Boomer Business Owner, you have worked hard your whole life to get to this point. Your blood, sweat and tears have gone into your business. You have put everyone else first above yourself.
Now it’s your time.
It’s your time to transition to retirement and enjoy the fruits of your hard work.
But, do you have enough money?
Will you outlive your money in retirement and get to the point where you have to rely on the Government Pension to pay your day to day living costs?
How do you know if the money and investments you have will be enough for your retirement?
George and Betty where in the same position.
They had worked hard in their business and were now at a point where they began to explore the transition out of their business.
In working with their advisers, they were able to get a clear picture on how much they would receive from the sale of their business.
But this was just the first step.
Once they knew how much they would receive from the sale and when they would receive these funds, they still were no clearer if it would be enough to fund their retirement.
That is where the Freedom Forecast came in.
The Freedom Forecast allowed George and Betty to see all of their money, their investments, their assets on the one page.
It then forecast out how long their money would last them and how much income their investments would generate.
George and Betty were able to have a clear picture and the biggest problem they faced as they transitioned out of their business.
They were able to look forward to retirement and went straight to their travel agent to book the overseas holiday they have been putting off for years.
Is it about time you did a Freedom Forecast?