Finding Answers to your Questions
Retirees spend decades climbing the mountain of asset accumulation before retirement. But the "Golden Years" bring their own set of challenges and questions:
· How much can I withdraw from my savings each month?
· How do I balance income from multiple sources in the most tax-efficient way?
· How can I quantify how much risk I'm taking?
· How do I plan my estate to fulfill my wishes?
Client Centered
Our planning process will answer these questions, and many more. We use sophisticated modeling tools to help you develop a tax-sensitive income strategy, an efficient inter-generational wealth transfer plan, and will specifically quantify how much risk you're comfortable taking so you can have the confidence to sleep well in good markets and bad.