RetirePlan vs The Mile Marker Vault

RetirePlan is an iPad app that helps you answer all your questions about your retirement. If you have questions about your retirement finances, this is the app to answer them. When can I retire? How much do I need to save every year? How much money will I get every year in my retirement? How long will my money hold out in my retirement? In just a few seconds you can enter your data and assumptions and the graph will update to show you if your plan will work. If you have more time to spend you can enter as much detail as you want to refine your plan. The sliders give you an easy way to see what different values will do to your plan. Need to enter a value outside the slider range? press the amount and a calculator will pop up to let you enter whatever number you need. The slider range will update automatically. Bring up the spreadsheet to see all the details for every year of the plan, or check out the Monte Carlo simulator to see how likely your plan is to succeed! Email your results. Use the settings to add your spouse, include or remove Social Security, and show or hide inflation and interest rates. Use the + button to add a pension, send a child to college, large upcoming expenses, add additional rates of return and retirement income assumptions. Include Tax assumptions to get an even more accurate picture of your future.

Now you can securely access the Mile Marker Vault -- an encrypted document management platform that enables you to collectively access and manage your essential documents. Further, you can receive and share documents directly from and with the SRG Financial Advisors Team. Powered by FutureVault, Mile Marker Vault offers bank-level security with end-to-end encryption, multi-factor and biometric authentication in addition to a proprietary security layer. Key benefits of the Mile Marker Vault app include the ability to: • Access all the documents in your Vault wherever you are. • Upload documents on the go using your camera as a scanner. • Download documents. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Advisors. • Review your reminders and notifications. * Note: You need to be an SRG Financial Advisors client and have an active account to login to the app.