Your career is healthy, the kids are out of college, and now you can focus on your retirement. You have the chance in the 5 to 10 years leading to retirement to make a drastic difference in your next chapter of life. You can accomplish things unique to this period. We call this the Opportunity Zone. You can accomplish more with a well thought out retirement financial plan. We can help you make the critical retirement choices and leverage investment and tax strategies to set the stage for a great retirement.
Services
You are a successful professional and want to be a successful retiree. To get there you need expert guidance on preparations and decisions. The challenge is finding a fiduciary advisor who can guide you through them. We want you to have the best retirement possible. We have drawn on our decades of advisory experience to design a strategy that has helped many people maximize the years heading into retirement - Your Opportunity Zone.
Several Pillars serve to preserve effectively and grow your wealth, minimize your tax burden, and take care of your loved ones. Each Pillar supports the core goal of purposeful, pro-active wealth management. We believe that a holistic approach, where each Pillar is well-coordinated and working in harmony with one another, is the surest path to true financial freedom.
Every plan is different but will include: at what age when you can retire, how much you spend now and during your retirement, how to maximize your Social Security benefits, which pension option fits the best for you, and similar financial decisions that may not be initially obvious. Ultimately your plan lays out a clear picture of where you are now, where you want to be, and a clear path detailing how you will obtain it.
A primary component of your plan is establishing clear guidelines of how your investments are managed and an asset allocation appropriate for achieving your unique goals. Each investment utilized has a specific purpose and fills a need within your plan. When implementing and managing your portfolio, we take care to ensure that each investment you own is held in the most advantageous account.
Taxes are a significant part of our financial lives. However, much like financial plans, everyone's tax situation is different. An investment strategy that produces substantial tax savings for one individual may yield little to nothing for another. We take the time and effort to understand your whole tax situation.
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