Secure Income Modeling
Secure Income helps the client visualize the gap between retirement income (e.g., Social Security,
pension) and their essential goals (Needs). Advisors can propose a guaranteed income solutions to help
fill in that gap.
In MoneyGuide advisors can interact with the legend to build the story about what income is available to
fund must-have expenses:
Secure Income Analysis
$250,000
2028 2030 2032 2034 2036 2038 2040 2042 2044 2046 2048 2050
$200,000
$150,000
$100,000
$50,000
$0
Social Security Post Retirement Income Strategy Income Income Shortfall Essential Goals
Secure Income Analysis
$250,000
2028 2030 2032 2034 2036 2038 2040 2042 2044 2046 2048 2050
$200,000
$150,000
$100,000
$50,000
$0
Social Security Post Retirement Income Strategy Income Income Shortfall Essential Goals
Add retirement income
(rental, pension, etc.)
Identify the gap and introduce
your income solution
Secure Income Analysis
$250,000
2028 2030 2032 2034 2036 2038 2040 2042 2044 2046 2048 2050
$200,000
$150,000
$100,000
$50,000
$0
Social Security Post Retirement Income Strategy Income Income Shortfall Essential Goals
Secure Income Analysis
$250,000
2028 2030 2032 2034 2036 2038 2040 2042 2044 2046 2048 2050
$200,000
$150,000
$100,000
$50,000
$0
Social Security Post Retirement Income Strategy Income Income Shortfall Essential Goals
Start with essential goals Add Social Security
3 4
1 2
For illustrative purposes only.
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