Retirement Planning

We have a different take on this perennial favorite. Instead of merely telling you how much you should save on a monthly basis to have a $3 million portfolio at retirement, we run our analysis using a sophisticated computer modeling technique called Monte Carlo analysis. As the client, you can see what your odds are of not outliving your money should you live one thousand lifetimes in the capital markets.

Our clients rave about this service given that for the first time ever, the client understands the “bottom line” probability of success of playing the odds in the financial markets. If you have never seen the Monte Carlo analysis in action, please contact one of our advisors to discuss this service.





Bull & Bear Capital Advisors
6817 Southpoint Parkway, Suite 1003  ·  Jacksonville, Florida 32216
phone: 904.363.3600

Securities offered through Bull & Bear Brokerage Services, Inc., Member MSRB, NASD, SIPC.