Pre-Retirees and Retirees

You’ve work all of your adult life. You’re nearing or are in retirement and investment management has become increasingly complicated. So have the planning decisions. You’ve accumulated substantial assets, you want to enjoy them, but have some concern about the efficiencies in your distribution strategy. You’ve recognized an objective and professional perspective is likely appropriate for several reasons

Your concerns entail some or all the following:

Financial Planning and Investment Management

  • Income Planning
  • Retirement and Brokerage Accounts
  • Real Estate: Primary Residence and Investment Properties
  • Distribution Strategies
  • Social Security Planning
  • Medicare
  • Aging with Dignity

Mitigating Tax Liability

  • Managing Distributions Tax Efficiently
  • Deduction Considerations
  • Estate & Probate Tax Considerations

Estate Planning

  • Trust Considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Gifting Strategies

Risk Management

  • Needed coverage for untimely death or long term care
  • Wealth transfer