What is It
The Retirement Income Planner helps retirees live comfortably in retirement without fear of running out of money by addressing the unique needs encountered when planning for retirement. It does so by developing a plan that focuses on sourcing income to meet spending goals for as long as retirement lasts and providing answers to many critical questions about retirement.
Who This Service is for
The service is ideal for those who are retired or thinking of retirement who want planning, tax preparation, and investment management and have investible assets greater than $1 million.
What’s Included
Through the Personalized Analysis, you’ll get a retirement income plan aligned with your income preferences that shows you how to source steady and reliable income to cover core living expenses, discretionary spending needs, contingent expenditures, and legacy amounts to pass along to future generations while managing the risks that can undermine spending stability. A combination of investment planning and management to optimize portfolio sustainability and spending power, as well as strategic tax planning to reduce taxes and boost spending, this is the roadmap for those seeking to maximize their resources while ensuring financial security in retirement.
We’ll provide full implementation and support through retirement to ensure financial security.
Ongoing Support
Retirement Income Plan
Investment Management
Tax Management
Our Promise
You will receive a formal retirement income plan to reflect your retirement objectives.
Your plan will reflect how you prefer to pay yourself.
Your plan will explain how your income will be created.
Your plan will provide secure, stable, and sustainable monthly income.
Your plan will only include investments that support your spending goals and values.
Your plan will incorporate tax optimizations to enhance long-term wealth and spending power.
Your plan will include ongoing retirement, investment and tax management to ensure a desired retirement outcome.
