Our process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial life.
Our goal is to help ensure your expenses are paid with sustainable and repeatable income for the rest of your life.
We’ll talk risk tolerance, portfolio fees (and how we may be able to help reduce them), volatility control and our comprehensive money management approach.
We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy.
We’ll look at medicare, Parts A, B and D, and long-term care options in order to help address rising health care costs.
Together with qualified professionals, we’ll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.