Whether you’re currently retired, or you’re approaching it, you’ve worked hard to save for your twilight years.
Our goal is to help you feel confident about achieving your dreams as your life transitions from wealth accumulation to taking income distributions.
Here are three important areas related to planning your retirement:
INCOME FOR LIFE: A poorly designed retirement plan can spell disaster. Will you have enough to lead the lifestyle you desire? Our model is designed to help retirees, and those nearing retirement, to make decisions that fit their goals for retirement.
DISTRIBUTION STRATEGIES: Investment strategies that worked to accumulate wealth usually won’t work in the distribution phase of one’s life. A poorly constructed portfolio, or excessive withdrawal rates, can cause you to run out of money. We understand the complexities of distribution planning and can provide guidance needed to avoid problems.
TAX REDUCTION STRATEGIES: Should you reallocate your assets to generate the most tax efficient income? You have access to our Network of Specialists, which includes tax specialists and CPAs, to help you make good decisions. And we?ll coordinate their work on your behalf.
ASSET PROTECTION: How can you protect the assets that you have spent a lifetime accumulating? That’s a good question. We can help you make informed decisions to preserve your assets.