RETIREMENT CALCULATOR
Build your dream retirement today
Take control of your future with our all-in-one Retirement Calculator!
Designed to go beyond the numbers by securely entering your financial information, goals and aspirations into a simple online profile.
Watch as our powerful software creates a personalized retirement roadmap—guided every step of the way by our Certified Financial Planners to ensure your plan aligns with your goals.
Plan smarter. Retire confidently.
We’re on a mission to build
your bright, financial retirement.
Understanding the Retirement Calculator
*Photos are from a DEMO account. Kimberly is a DEMO client
Step one: About ‘me’
Our custom financial plan details the steps needed to reach your goals, guiding your decisions and empowering you to navigate your financial future with confidence.
As Kimberly enters her external financial obligations, she's considering the broader commitments beyond her day-to-day expenses that will influence her financial plan.
This includes important goals like building an emergency fund, supporting child-related expenses, contributing to education and investment plans, and preparing for future cash flow needs and benefits.
These details help create a financial plan that truly reflects her priorities and supports her long-term goals.
Step two: Your current situation
We start by gathering and analyzing the full scope of your finances—including assets, liabilities, income, and expenses.
Here's an overview of Kimberly’s current financial status.
To create a comprehensive and personalized plan, you'll want to share details about your financial obligations, including income, expenses, cash flow, debts, and insurance.
The more we know, the better we can help guide you toward your financial goals.
Step three: build your future
With a clear financial picture, we help you optimize resources, address potential risks, and safeguard your financial future.
Kimberly’s plan is tailored to help her achieve her retirement goal of retiring at age 55.
Your own personalized report will appear in this section, designed specifically to support your goals.
Cheryl will work with you one-on-one to create a clear, achievable roadmap for your retirement vision.
How to use the Retirement Calculator
Hi Everyone,
Congratulations on starting your retirement plan!
If you’re wondering what the process looks like to set up an account - the video goes step by step to ensure you know how to set up an account and what type of questions to expect.
Financial advice is totally free. Get your questions answered by an expert and find out if you need a financial plan.
CC&Associates is a family-owned financial services firm created to help women and families build wealth, no matter their starting point.
We listen to your goals and reverse engineer a financial plan to get you there. We educate you on tricky financial lingo and offer investment within your comfort-level.
It takes a lifetime to build your nest egg for retirement. We grow your wealth so you can have fun in the process.