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Client Centered

Individuals at or near retirement want to maintain their current lifestyle in retirement as well as leave a legacy to their beneficiaries. Their main concerns involve strategies for retirement income, distributions and comprehensive risk management. They want an advisor to whom they can confidentially delegate their financial management so they can focus on what’s most important to them.

 What’s Important to Retirees

  • What to do when every day feels like Saturday
  • Avoiding mistakes so they never run out of money
  • Whether to sell a home and rent
  • Deciding on Social Security, Medicare and elder care
  • Required Minimum Distribution (RMD) planning
  • Retirement income planning, cash flow modeling, budgeting
  • Making pension decisions
  • Estate planning, gifting and succession planning
  • Caring for an elderly parent

 How We Can Help

  • Detailed financial plans
  • Cash flow modeling
  • Budgeting
  • Family discussions
  • Portfolio risk management
  • Distribution planning, from pre-tax and after-tax accounts
  • Business succession planning
  • Estate planning (revising legal documents to account for the next phase of life)