RETIREMENT
PLANNING

Retirement planning can feel overwhelming, especially when you consider how many options are out there to have a secure financial future for you and your family. What ought to be simple questions, like ‘when should I start saving?’ and ‘how much should I be setting aside for retirement?’, are not easily answered because the answers can vary according to each individual’s and each family’s specific situation and needs.

Scott Karl helps individuals and families understand important considerations to have in mind when thinking about their post-retirement finances, through a system called the Lifetime Economic Acceleration Process or L.E.A.P. This system makes it possible to look at many aspects of each individual or family’s current financial status, and factor in unforeseeable risks that can arise in the future such as changes in the economy and unexpected family events.

By taking into account both the current financial status and unexpected events in the future, an overall or “macro” view of finances can be gained. Planning with this macro approach is what the L.E.A.P. system is all about.