Retirees

Securing your financial future.

Challenge: Ensuring that your savings and investments generate a reliable income stream that lasts throughout your retirement years.

Solution: We develop a personalized income plan that considers your sources of income, expenses, and life expectancy. Our goal is to ensure that your retirement funds last as long as you do, without compromising your lifestyle.

Challenge: Planning for potential healthcare expenses, including long-term care, to protect your financial assets.

Solution: We help you navigate the complexities of healthcare planning in retirement, including Medicare, supplemental insurance, and long-term care options. Our approach is designed to protect your wealth from unexpected medical expenses.

Reduce your lifetime tax bill.

Challenge: Minimizing taxes on your retirement income to maximize your spendable income.

Solution: We believe that tax season is a myth and that taxes are a year-round discussion. Instead of just reporting on your taxes, let us focus on planning around them.

Our team works to create proactive strategies that can reduce your lifetime tax bill. After all, we think tips are best left for your server, not the IRS.

Ensuring that every one of your dollars are working for you at all times

Challenge: Balancing the need for growth with the desire for safety in your investment portfolio as you approach or live in retirement.

Solution: We believe that investment returns matter. What matters even more is that they are specific to you and support your unique hopes, dreams, and goals. Therefore, we create investment strategies that are tailored to those specific needs. We'll assess your risk tolerance, time horizon, and financial goals to create a diversified portfolio that maximizes returns while managing risk.

Your thoughts around risk and money are unique to you. Your investment portfolio should be just as unique.

Give your money protection and direction.

Challenge: Ensuring your assets are distributed according to your wishes and that your legacy is preserved for future generations.

Solution: We work in coordination with your attorney and accountant to create an estate plan that reflects your wishes, ensuring your assets are transferred to your heirs in the most tax-efficient manner possible. We also help you set up trusts, wills, and other legal instruments to protect your legacy.

We believe in the power of the team. 

Challenge: Every investment decision has a tax consequence, every planning decision has long-term implications, and every new milestone comes with increased risk.

Solution: We have the knowledge, background and experience to see the full picture and ensure that your entire your team of professionals is working as one.