Finding unbiased, professional financial advice without the pressure to hire a money manager can be challenging. At URS Advisory, every client relationship begins with a financial planning engagement. The URS Basic Retirement Roadmap includes all the features of the URS Premium Retirement Roadmap, except for tax planning and gifting/donation analysis, ensuring a solid foundation for retirement planning.
Services include:
- E-Money (Monte Carlo) Based Financial Plan
- Income Laboratory (Modern Guardrail) Financial Plan
- Safe withdrawal rates per year by % and $
- Riskalyze Portfolio Composition Report including annual range midpoint, risk-adjusted return, and statistics
- Riskalyze Stress Testing
- Monte Carlo Sequence of Returns Risk Stress Testing-lower returns, early deaths, and long-term care events
- Upper and lower portfolio guardrails
- Legacy Planning
- Social Security Maximization
- Asset Allocation Recommendation and portfolio backtesting
- Insurance review and recommendations
- Pension Breakeven Analysis
- Defined Action Steps
