Retirees Â
After years of balancing demanding careers and family life, it's your turn to relax and let your hard-earned money work for you. You deserve a trusted financial partner who not only grasps the complexity of your financial situation but simplifies it, empowering you to focus on your passions and purpose.
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Portfolio Sustainability
Common Pain Point
Worries about whether your retirement savings will support your desired lifestyle throughout your golden years.
How We Can Help
We conduct a detailed assessment of your portfolio and income sources to develop a sustainable, tax-efficient income plan that delivers reliable monthly income. This plan is regularly reviewed and adjusted to meet changing needs and conditions.
Optimizing Retirement Benefits
Common Pain Point
Navigating the complexities of and optimizing your Social Security, pensions, deferred compensation, stock options, and other retirement benefits.
How We Can Help
Our analysis includes a detailed look at each of your income sources to ensure they work together optimally within the broader context of your financial goals.
Investment Strategy
Common Pain Point
Concerns about the economic landscape and market volatility affecting your portfolio's performance.
How We Can Help
We evaluate your current portfolio, assess its risk, and tailor a more efficient strategy that better aligns with your goals, risk tolerance and tax situation. Education and ongoing management are part of our commitment to keep you informed and confident.
Healthcare and Long-Term Care
Common Pain Point
Anxiety over escalating healthcare costs and future long-term care needs, as well as finding appropriate coverage for your family.
How We Can Help
We guide you in navigating healthcare choices and planning for long-term care expenses, ensuring you are well-prepared for the future.
Tax Planning
Common Pain Point
The intricacies of tax strategies—such as managing income brackets, Roth conversions, RMDs, trusts and charitable giving—are often confusing and overwhelming.
How We Can Help
Annual and future-focused tax planning helps navigate complex issues, saving you and your heirs tax dollars. We work directly with your CPA or can recommend a trusted tax professional who specializes in needs like yours.
Estate and Legacy Planning
Common Pain Point
Ensuring your estate plan is efficient, minimizes probate costs and estate taxes, and faithfully passes your legacy onto the next generations.
How We Can Help
We review your estate plan, identifying risks or misalignments and work with your attorney to update your documents as needed to ensure they meet your goals and minimize potential estate taxes and probate costs. We can also recommend a trusted attorney if preferred.
Needing a Partner in Your Retirement Journey
Common Pain Point
The possibility of the financially knowledgeable spouse becoming incapacitated, leaving the other vulnerable.
How We Can Help
We provide dependable support and advice, ensuring you and your spouse are never left unprepared, no matter what the future holds.
Maximizing Your Time and Freedom
Common Pain Point
The desire to shed the burdens of complex, time-consuming financial tasks to free up time for more meaningful activities.
How We Can Help
We liberate you from the daily complexities of financial management. By entrusting us with your comprehensive wealth management, you reclaim your time to focus on what enriches your life.
By proactively addressing common pain points like these, along with a host of others, through a comprehensive financial plan, we help retirees pursue their passions and spend more time with loved ones, free from financial worry.
Learn more about our suite of services and how we can tailor them to meet your needs.
Ready to take control of your retirement journey? Schedule a consultation with us today.
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