Retirees who have prepared for their retirement usually rely upon three main sources of income: Social Security, individual or employer sponsored programs, and their own savings or investments. We carefully design a specific, tax efficient strategy that last a lifetime by:
Using a Social Security Analysis Tool to show your best options of when to take Social Security.
Collaborating with you to define your retirement and income goals.
Designing a specific distribution plan that is tax efficient, low volatility and based on your risk tolerance.
Using a Monte Carlo Analysis so we know your money will last throughout your lifetime.
Monitoring on a quarterly basis.
Employer-sponsored plans for Business
Because many of our clients are business owners, we are also equipped to design and manage their companies’ retirement programs. With in-house third-party administrative capabilities, this service not only helps our clients’ employees, but also maximizes tax benefits to the owners themselves. We are experienced in managing such features as employer-matching contributions, special programs for highly compensated employees, and others.
Have you had a professional analysis done to determine if your personal retirement programs will offer you the potential to retire with a peace of mind?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
