The Impact of Using a Coordinated Strategy

I want to share this spreadsheet with you that shows the impact of using a Coordinated Strategy for a client in retirement compared to a Non-Coordinated strategy.  I first became aware of the possibilities of this strategy when I read an article in the FPA magazine in December of 2021 outlining this but I wanted to really look at the net impact on someone’s wealth.

This spreadsheet and the video embedded here outline how to use it to quantify what happens to your clients’ assets under management during down markets or using home equity to avoid sequence of returns risk.