About Us
We spend every day perfecting how to create better retirement income plans, so you don’t have to. It’s our specialty.
What do Baby Boomers ask...
“Do I have enough savings to retire and stay retired?”
“If I do, how much is it going to cost me to manage my funds and create my retirement income?”
“How will my savings generate a lasting income?”
“How will I know if I am in danger of running out of funds during retirement?”
“At what age should I begin collecting my Social Security?”
Our answer...
These are the questions that keep retirees up at night. How do we know? We have been listening to them and the message has always been the same:
“Am I going to run out of funds during retirement and become a burden to my family?”
Our goal is to not just answer these questions, but to offer the solutions.
Retirees are no longer satisfied with newspaper or television advice to ‘just spend 4% of your savings annually and you should be okay’. When it’s your money and you need it to last for 30 years or more, this back-of-the-envelope analysis is insufficient for today’s environment of living into your 90’s.
Corporate pension funds use sophisticated models to ensure their funds provide current income to their retirees, while growing and managing undistributed assets so these resources will be available to meet future obligations many years from now.
The Retirement Buckets® Income Plan takes the user’s inputted information and based upon the selected preferences and assumptions, the software creates the necessary strategy. This allows them to become the financial architects of their future.
Our Mission
To empower our customers with the tools they need to manage retirement income and stay in control of their financial future.
Our Commitment
To offer an affordable, uncomplicated platform to manage retirement income without any special or technical skills.
Our partner
Since founded in 2007, SenecaGlobal, Inc. has been positioning its customers to achieve their digital transformation goals, through custom software and application development, enterprise cloud transformations and managed services, IT support and help desk services, and more.
SenecaGlobal has four office locations throughout the world, including a management, sales and delivery center in Chicago, a software development and testing center in Hyderabad, India and two regional offices in Hartford, Connecticut and Atlanta, Georgia that collectively employ more than 300 team members.
To learn more about SenecaGlobal, please visit: www.senecaglobal.com
Contact us
6725 Daly Rd # 252491
West Bloomfield, MI 48325
(248) 781-8199
(248) 781-8199
We've removed all the barriers
so you can see for yourself how creating a plan to manage your retirement income puts you in control over your financial future.
