Transitioning to Retirement

Many clients have already accumulated assets.  They have little or no debt, and are now building an investment portfolio.  They need to deal with all the complexity of wealth, from retirement income planning to tax and estate planning.  Their main concern is to make sure they will be financially secure for the rest of their lives and that they never become a financial burden on the people they love.

This is the transition phase.

As you approach retirement, there are many plans and decisions to be made to get your financial house in order.  Our goal is to help you build an income stream that you can’t outlive.  We do this by considering the whole picture and helping you to balance your competing priorities:  retirement lifestyle, business and personal assets, need for income, health and any possible eventualities.