Posey Capital's comprehensive financial planning services include a retirement cash flow plan that is adjusted annually for inflation and addresses each of your important financial goals such as retirement, children's educations, expenses associated with early retirement, major purchases and other goals. Updated annually, the plan begins with current portfolio balances, and projects their growth based on historical rates of return for the asset classes in the portfolio. The long-term effects of savings and investment, major expenditures and different economic assumptions are considered and can be seen interactively. Quarterly returns on portfolios we manage are compared with the return assumptions in the retirement cash flow plan, so you know whether your retirement plan is on track. To access your retirement cash flow plan, click here.