Review Detail

Great program by Craig today. Very interesting data and other information presented for use with clients. I visualize this being used not only with retirees, but even more so with younger clients. The advisor can demonstrate that if the young investor saves X dollars by the time they're 72 years old, they will have a very substantial nest egg available for retirement. I also like that Craig puts in a "bad case scenario" by subtracting basis points. One note: 75 basis points for total fees may be low.