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From investments and tax planning to estate planning, we are the first and last line of defense in retirement. The Evolution of this industry.
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THEY LIED: The Real Cost Of Your Retirement
Imagine knowing exactly how you can start taking income from your investments, and how you can pay the least amount of taxes legally allowed! Wouldn’t it be great to know exactly how much retirement is going to cost you? Imagine finally getting those answers, finally understanding how this is all supposed to work. Discover the “actual” cost of your retirement. Download this free book today.
Helping families live a goal-focused retirement
Our private wealth managers designed a process to help our clients achieve simplicity and confidence in their retirement years. It's focused around 5 key areas of your current financial life.
Income Planning
Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:
- Social Security maximization
- Income & expense analysis
- Inflation plan
- Spousal plan
- Longevity protection
Investment Planning
Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. This typically includes:
- Assessing your risk tolerance
- Adjusting your portfolio to reduce fees
- Volatility control
- Evaluate ways to reduce risk while still working toward your goals
- Comprehensive institutional money management
Tax Planning
Any comprehensive retirement plan will include a strategy for decreasing tax liabilities. This typically includes:
- Assessing the taxable nature of your current holdings
- Possible IRA planning
- Strategizing ways to include tax-deferred or tax-free money in your plan
- Strategize which tax category to draw income from first to potentially reduce tax burden
- Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries
Health Care Planning
We will create a plan to help you address rising health care costs with a minimum of expense, including:
- Looking at all aspects of Medicare, Parts A, B and D
- Analyzing options for a long-term care plan
Legacy Planning
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified estate planning attorney, our goal will be to help you:
- Maximize your estate and income tax planning opportunities
- Protect any assets in trust and ensure they are distributed to your beneficiaries probate-free
- Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death
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