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Financial Planning Tool

Welcome to the Saturn Advice Financial Planning Tool.

Our proprietary, adviser-led planning tool helps you understand whether you're on track for the retirement you want — and how much you can confidently spend once you get there.

Designed to give a complete picture of your financial future, the tool considers both your Saturn-managed investments and your other assets or savings. All figures are shown in today's dollars and are automatically adjusted for key assumptions such as inflation and expected investment returns.

Because life and goals change over time, we recommend revisiting the planning tool every two to three years, or whenever your circumstances or financial objectives change.

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