Financial Retirement Calculator | Retirement Planners

Achieve an affluent retirement with The Family Office

Our expert advisors help you navigate the complexities of retirement planning, ensuring a smooth and confident journey toward financial independence.

Heritage Wealth Planning

We create a plan to help manage your inherited wealth while aligning it with your retirement goals, supporting long-term financial well-being.

Meeting Your Retirement Goals

Our Retirement Calculator defines your goals, helping you understand how much funds you need and the steps to achieve them.

Personalized Investment Strategies

Our tailored strategies are designed to align with your unique goals, guiding you towards financial independence.

Start Planning for Your Retirement Today

Our Retirement Calculator helps you estimate your projected retirement income and understand how close you are to your retirement goals. Adjust your preferences to visualize your future financial security.

Choose your top priorities to adjust your retirement plan

How much can you invest initially towards your retirement fund (in USD)?$1,000,000

$500,000

$10 million +

To help achieve your goal we will need a contribution of a minimum of $500,000

Your age50

Your ideal retirement age60

How much can you contribute into your retirement fund each month (in USD)?$5,000

$5,000

$100,000

To help achieve your goal we will need a contribution of a minimum of $5,000 each month

How Does Our Retirement Calculator Help You?

1. Estimate Your Retirement Needs: Understand how much you need to invest to work towards financial independence based on your goals and lifestyle.

2. Create a Personalized Investment Plan: Receive tailored recommendations to grow your wealth and efficiently reach your retirement targets.

3. Explore Scenarios: Test different outcomes by adjusting variables like monthly contributions, investment returns, or retirement age.

4. Track Your Progress: Visualize your financial journey with clear insights into how your investments align with your long-term goals.

Frequently Asked Questions

Still have questions? Visit our FAQ page.

Retirement planning is about creating a clear roadmap for your financial future. It’s not just about saving money but ensuring you can maintain your desired lifestyle after you stop working. By setting financial goals and aligning them with a tailored investment strategy, you can have the freedom to live comfortably during your golden years.

If you still have any questions, don't hesitate to contact our team of experts.

Learn more about retirement planning

Market Insights - 3 min

Rethinking 60:40: Strategies for a Changing Market

Investors are navigating a complex environment where traditional portfolio strategies may no longer offer the stability they once did. Rising interest rates, persistent inflation concerns, and growing market volatility have sparked a reevaluation of long-standing assumptions, most notably, the reliability of the classic 60:40 approach. In light of these uncertainties, it is prudent to consider new avenues for growth and diversification.

Feb 26, 2025

Market Insights - 3 min

Market at a Crossroads: Exercising Caution Amid Optimism

The past two years have seen impressive stock market growth, with the S&P 500 posting annual gains of 24% and 23%, respectively.^[1] The last time the market showed similar performance was in the mid-1990s, when the index experienced five straight years of growth exceeding 20% per year.^[2]At first glance, these returns might suggest that investing in a broad market index is a simple way to build wealth. However, history shows that long periods of strong performance are often followed by stretches of stagnation or volatility, making a cautious approach worthwhile.