When you’re working, you already know how much you can spend and save each month. However, figuring out how much you can prudently spend once you retire is one of life’s biggest challenges. You’ll need a plan that will account for inflation, life events, and taxes.

At URS, we specialize in retirement income planning, and use our experience plus sophisticated software to develop the ‘perfect’ amount to spend each year without putting you at future risk. We even give you guardrails to follow when inevitable market events occur, ensuring that you’re never spending too much or too little. We also help our clients understand their Social Security benefits and educate them on how they can maximize their benefits.