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Your Retirement Spending Report

Will I be OK in retirement?

Your personalized Retirement Spending Report (RSR) gives you the big picture on where you will be tomorrow, based on where you are today.

Wellspring Financial Partners takes your unique data from your retirement account and combines it with your salary data to create an estimate of how your retirement income might look. We also provide suggestions on spending and savings to demonstrate how your retirement savings stack up to the rest of your company and the nation. (Available if your employer uses Wellspring Financial Partners as their Plan Advisor.)

If your employer doesn’t provide a Retirement Spending Report, encourage them to contact Wellspring Financial Partners, and show them a sample!

For an in depth video explanation of the content of a Retirement Spending Report (RSR) you can watch here

To see a sample Retirement Spending Report (RSR) follow this Link