Wealth Management & Retirement Planning

You've worked hard for your Wealth, now what?

We help ours clients by providing a sound plan designed around their financial objective. Whether your goal is to Accumulate Additional Wealth, Preserve Wealth or Distribute Wealth, we can help. As your objective changes, so will your planning, and we will be there to support and provide solutions for you along the way. 

If your goal is Retirement Planning, then this deals with accumulating sufficient assets to pay lifestyle expenses during retirement years. We will assist in determining what you will need to save in today's dollars and the appropriate financial vehicles to use, based on your risk tolerance, time horizon and retirement income goal. 

How about Retirement Distribution? We find that successful retirees have a plan for unexpected challenges. While planning for retirement is different for everyone, successful retirees share common traits. They saved diligently (when they could). They diversified their investments (when it made sense). They stayed the course (even when times were uncertain).

Successful retirees also tend to have another thing in common: a guaranteed flow of retirement income. Without a guaranteed “paycheck”, retirees may leave themselves open to a number of financial risks including:

  1. Life expectancy  
  2. Inflation  
  3. Market uncertainty 
  4. Withdrawal rate  
  5. Health care costs 
  6. Make retirement savings last a lifetime
 With the help of our team we will assess what risks you may be facing in retirement and propose solutions such as the use of retirement income products as well as insurance and investment solutions to minimize your risk in retirement. 
To Schedule a Complimentary Consultation Call 386.275.1322 or click here.