Proprietary Tools

The Retirement Balancing Actâ„¢

At Brown & Tedstrom, it is our job to make sure your priorities are met. We know that retirement is a balancing act and there are many things that come into play as we phase into retirement.

Understanding and establishing the right mix of risk tolerances, objectives, timelines and external factors allow us to shape a personalized retirement strategy suited to your priorities and your preferences. Our Retirement Balancing Actâ„¢ provides a steady and measured method for effectively managing the numerous factors impacting your retirement.