You’ve made it!
You’ve succeeded in life to various degrees, and now we want to help you succeed as you transition into retirement and eventually in passing wealth to your loved ones. Maybe you have already achieved financial freedom. Regardless, we’ll work to develop a plan that provides you with the clarity and confidence you need to maintain that freedom for the rest of your life.
Whether you’re in your 50’s, 60’s, 70’s or beyond we can help you address a variety of questions.
What phase of life are you in?
50s
- Should I change my investment strategy as I approach retirement?
- Will I be okay if the market crashes before I retire?
- Am I on track to retire when I want to without running out of money?
- How should I fund my kids milestones like weddings, college etc.
- Will we be able to travel during retirement or purchase a second home?
- How much income will my portfolio provide when I am retired?
- Am I paying too much in taxes?
- How can I help protect my parent’s assets from nursing homes?
- Do I need to update my will, power of attorney, and other documents?
- How can I grow my money safely during retirement?
60s
- How am I going to take withdrawals from my accounts?
- How much income will I have when I’m retired?
- How can I make sure my income keeps up with rising costs?
- How much will I be paying in taxes when I’m retired?
- Am I going to need to get a part-time job or go back to work?
- How much is health insurance and Medicare going to cost me?
- When should I file for social security?
- How can I make sure that I can afford long-term care?
- Is my retirement safe from a market crash?
- How can I help my parent’s protect their money from nursing homes?
70’s & beyond
- Is my portfolio protected if there is a market crash?
- If I get sick will I be able to pay for long term care?
- How do I calculate and manage my Required Minimum Distributions?
- How can I make sure I’m not a burden for my kids/grandkids?
- How can I make sure that I can leave money to my family one day?
- Should I be gifting my assets to family before I go into a nursing home?
- Will I have enough income if I live into my 90’s?
- Can we afford to pay for a big bucket list vacation each year?
- How can I make sure my family is taken care of if I die?
- How do I limit the taxes that I am paying?
