Who we help: People in Retirement
If you are retired, are you looking forward to having more time to travel, spend with family and friends, enjoy new hobbies, or increase your volunteer work? Or, does retirement make you slightly uneasy; unsure if you will have enough money to last your lifetime?
After you retire, you may spend more in certain categories such as health care and health insurance. You also may spend more on travel, entertainment, and leisure activities, because you have more time to enjoy them.
You know what resources you have accumulated and your goal becomes to live comfortably and ensure your assets last, including perhaps leaving an inheritance for your children, or a charitable cause. Funding your income needs without depleting your principal requires that you carefully evaluate your options. It may be that a comprehensive financial plan will be necessary. Or an investment review and investment management may be sufficient.
We can help you by:
After you retire, you may spend more in certain categories such as health care and health insurance. You also may spend more on travel, entertainment, and leisure activities, because you have more time to enjoy them.
You know what resources you have accumulated and your goal becomes to live comfortably and ensure your assets last, including perhaps leaving an inheritance for your children, or a charitable cause. Funding your income needs without depleting your principal requires that you carefully evaluate your options. It may be that a comprehensive financial plan will be necessary. Or an investment review and investment management may be sufficient.
We can help you by:
- Reviewing your asset allocation and investments
- Evaluating and recommending tax-efficient distribution options
- Reviewing your estate plan documents to minimize estate taxation
- Providing charitable planning
- Incorporating legacy-related issues in planning
