Strategies managed by Windsor Capital Management, LLC. Assets and accounts held at TD Ameritrade Institutional. Past performance is not indicative of future results. Asset allocation and diversification does not guarantee a profit. Windsor Capital Management, LLC and TD Ameritrade are not affiliated and TD Ameritrade does not manage or endorse the Plan Forward Portfolios.

© 2019 Plan Forward Portfolios

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PLANNING TOOLS

Planning makes a difference.

Find out how you can achieve your retirement goals with our interactive planning tools.

Focus on your goals and how you will pay for them.

© PIEtech, Inc. Reproduced with permission. All rights reserved.

Set goals for:

  • Travel

  • College

  • New Home

  • Start Business

  • Home improvement

  • Major purchase

  • Wedding

  • Celebration

  • Gifts

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Address your concerns and expectations for retirement.

DefinE Your Expectations:

  • Work by choice

  • Time to travel

  • Start a business

  • Active/quiet lifestyle

DefinE Your concerns:

  • Cost of health care

  • Running out of money

  • Leaving money to others

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© PIEtech, Inc. Reproduced with permission. All rights reserved.

Determine whether you are on track.

Can you fund your goals without running out of money?

​Unfortunately, because no one know what the future returns will be, there's not a simple Yes or No answer.

That's why we run 1000 Trials of your plan using 1000 different return possibilities to calculate the probability your plan will be successful.

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© PIEtech, Inc. Reproduced with permission. All rights reserved.