Approaching retirement, concerned about retirement, already retired
Many of our clients are over the age of 50 but that is not a requirement. It is never too soon to start planning for a safe and secure retirement. Our practice focuses on tax-efficient retirement income planning, Social Security strategies, investment management, insurance, and legacy planning, enabling us to customize our service and expertise to the unique needs of retirees.
Our clients have accumulated retirement savings of at least $ 750,000, excluding real estate. Some have inherited money and work diligently to preserve it while others have carefully saved their earnings and lived below their means to get to where they are today.
Our clients have a long-term focus when it comes to investing. They understand that financial success is more about making the right financial decisions over time than about “beating the market”, chasing after the latest best performing mutual fund or looking for the” highest rate of return”.
Looking for a trusted advisor
Our clients understand the value of having expert financial guidance. They know that retirement income planning is complicated and don’t want to go it alone. They also enjoy developing a long-term relationship with us because they understand that financial planning in retirement is an ongoing process and they like the fact that we are with them every step of the way.