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We Bring a Unique Approach
To Retirement.
Retirement:
Simplified
We are a trust-based and family-focused retirement firm, meaning we believe that an authentic and genuine lifelong relationship begins with a solid foundation of truth and honesty. Our clients are like family to us, and we are selective about who we accept into our client family. The process of becoming a client of ours involves a few unique steps designed to meet your retirement goals.
4 Key Markers
On Your Retirement Path
1: Risk
Do you prefer a riskier approach for potentially higher gains, or a more conservative approach for more consistent returns? We work together to discover your preferred risk level for your investments.
2: Income
What do you need money for in retirement? We can assess your needs, evaluate your wants and goals, and create an income plan to address how you’d like to spend your retirement – and what you’ll spend during it.
3: Taxes
Do you know how much you’ll owe in retirement? By analyzing potential tax burdens you could face, we can help reduce the worst and optimize your principle, freeing you to spend your retirement the way you want.
4: Legacy
Where will your money go after you’re gone? Your portfolio isn’t just about what’s happening right now. It’s also about preparing for what comes after. We can help you determine where, how, and to whom you’ll pass your wealth.
Writing Your
Retirement Journey
As we prepare your personalized retirement strategy, we’ll ask you to consider the following:
- Where do you see yourself in the next 10 to 30 years?
- What is your tolerance for financial risk? Is your current portfolio overexposed based on your nearness to retirement and economic outlook?
- How prepared are you for unexpected life events?
- Where will you generate income in retirement? Will you have pension payments, dividends, Social Security, or other forms of income?
- Be prepared with a list of all your assets, including current accounts, retirement assets, and home equity.
- When do you expect to start relying on your assets to cover living expenses?
- Have you worked with an attorney to create an estate plan? This is not only important to ensure your assets are distributed per your wishes, but it can reduce taxes and ensure your health and care needs are met.
