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These projections are a starting point. A comprehensive plan accounts for taxes, Social Security timing, healthcare costs, and sequence-of-returns risk — the things that matter most when the market doesn't cooperate.
Book a Free Consultation →Results are hypothetical and for educational purposes only. They are based on user-entered assumptions and do not represent actual investment performance. This tool does not provide personalized investment, tax, or legal advice. Straight-line projections use constant return and inflation assumptions; actual results will vary. Scott Brooks' perspective is based on widely referenced industry benchmarks and professional planning standards — every financial situation is different, and a real conversation is always the right next step. Consult a qualified financial professional before making investment decisions. Brooks Wealth Management LLC (BWM) is a registered investment adviser in the State of California and other jurisdictions where exempt.