Broker Check

Pre-Retirees and Retirees

You don't get a do-over on retirement, so how do you turn your retirement savings into a lasting income? Retirees face distinct challenges:

Client Centered
  • Market and investment risk
  • Losing purchasing power due to inflation
  • Rising costs of health care
  • Outliving your income
  • Planning a legacy for loved ones and surviving spouse
  • Increased future taxation due to required minimum distributions or new laws
  • Sequence of return risk

Now you also have the opportunity to do good planning towards a successful retirement.  We help our clients look for opportunities to take advantage of:

Client Centered
  • Business exit & succession planning
  • Tax-efficient philanthropic planning
  • Protecting your estate and loved ones
  • Social Security maximization
  • Strategizing which tax category to draw income from first to potentially reduce current or future tax burdens
  • Longevity and volatility protection for portfolios
  • Monitoring risk tolerance
  • Adjusting portfolios to reduce overall fees
  • Lifetime income planning

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