Whether you are planning to retire or are already enjoying life in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned.
Because people are living longer today, the possibility of going 30+ years without a paycheck takes careful retirement income planning and disciplined investing. We can create a plan for sustainable monthly withdrawals from your investment portfolio designed to help make your money last your lifetime.*
In addition, we can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, and insurance needs such as life insurance and long-term care.
We also assist with longevity planning, making required minimum distributions, tax planning, proper account titling and beneficiaries, wealth transfer, charitable planning, and asset protection and reallocation.
*There is no assurance any investment strategy will be successful. Depending on market conditions, this plan may need adjustments. Withdrawals that exceed the return on your portfolio will reduce your account’s principal.