top of page
Untitled design (54).png

Brick & Kyle’s Personalized Retirement Profile (PRP)

​

See the Next 30 Years More Clearly.

 

Retirement involves a series of interconnected decisions. Brick & Kyle’s Personalized Retirement Profile brings your income, assets, spending and long-term assumptions together into one comprehensive 30-year retirement projection.

The Question Behind the Numbers

Brick & Kyle's Personalized Retirement Profile (PRP) is designed to help clients understand how their financial resources may support retirement over an extended period - not simply at retirement, but throughout the decades that may follow.

"How Much Can I Afford to Live On Without Outliving My Assets?"
Brick Icons (36).png

Today

Where you are now

Brick Icons (37).png

Retirement

The next chapter begins

Brick Icons (38).png

10 Years

Building the life you want

Brick Icons (39).png

20 Years

Continuing your legacy

Brick Icons (40).png

30 Years

A confident tomorrow

Your Financial Life. Brought Together.

We analyze all the key pieces of your financial picture together to create a clear, integrated view of your retirement future.

Brick Icons (41).png

Social Security

 

Benefits and anticipated collection ages

Brick Icons (42).png

Pensions

 

Projected pension income

Brick Icons (43).png

401(k) & Retirement Plans

 

Qualified retirement assets

Brick Icons (44).png

Traditional & Roth IRAs

 

Retirement account resources

Brick Icons (45).png

Investment Assets

 

Non-qualified income-producing assets

Brick Icons (46).png

Capital Inflows

 

Expected future additions to your resources

Brick Icons (47).png

Capital Outflows

 

Planned or anticipated major expenditures

Brick Icons (48).png

Annual Spending

 

The lifestyle your retirement needs to support

Untitled design (50).png

Explore Different Possibilities

​

What If?

Change the Assumptions. See the Potential Impact.

Brick Icons (49).png

What if I retire two years earlier?

Brick Icons (51).png

What if I delay Social Security?

Brick Icons (50).png

What if I spend more in retirement?

Brick Icons (52).png

What if investment growth is different than expected?

Looking Beyond Today's Numbers

The Assumptions Matter.

A 30-year retirement projection requires consideration of how financial circumstances may change over time.

  • Investment Growth

    • Retirement plans, IRAs and income-producing assets

  • Tax C.O.L.A.

    • Adjustments to tax assumptions

  • Spending C.O.L.A.

    • Changes in future spending requirements

  • Social Security C.O.L.A.

    • Projected benefit adjustments

  • Minimum Asset Balance

  • A target level of assets to maintain

Your Personalized Retirement Analysis

More Than a Projection. A Detailed Retirement Report.

Brick & Kyle’s Personalized Retirement Profile produces a detailed 10-page report designed to help you understand how your retirement may unfold over time.

  • 30-Year Projection

  • Year-by-Year Financial Detail

  • Income & Spending Projections

  • Asset Balance Projections

  • Charts & Graphs

  • Scenario Comparisons

Brick Icons (54).png
Brick Icons (18).png

Numbers Are Important.
Understanding What They Mean Is More Important.

Brick & Kyle’s Personalized Retirement Profile is not intended to predict the future with certainty.

It is designed to provide a structured way to evaluate your resources, test different assumptions and better understand the choices that may shape your retirement.

bottom of page