Changing the conversation from retirement planning,
to retirement income planning
Cascades is an intuitive retirement income questionnaire that once submitted, creates a report that demonstrates the value of planning advice by revealing the income tax savings of competing withdrawal strategies.
The Value of Advice
No steep learning curve
How the Cascades process works
It all starts with a unique planning philosophy
Our strategies focus first on creating a sustainable income. We use the most recent actuarial tables to determine one's average mortality, and then ensure retirement income lasts beyond this age. Secondly, we optimize projected cash flows by comparing three competing withdrawal strategies, determining which accounts should be drawn down first and which are better left last. Third, we generate a list of key considerations to take into account.
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Pricing Options for Individuals, Advisors, and Enterprise
One time fee
Unlimited adjustments within 30 days
Up to 300 housholds included
White Labeled Reports
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