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Pre-Retirees & Retirees

Client Centered

Wealth Management Solutions for those Preparing for Retirement:

Medical Professionals, Corporate Employees & Technicians, Executives

For individuals between the ages of 55-65, as you prepare for retirement, the focus shifts from asset accumulation to asset protection and preservation. During these years it is important to consider the many risk mitigation strategies to insulate your nest egg from market volatility and begin laying the groundwork for your retirement income plan. 

Wealth Management Solutions for HNW Individuals Entering Retirement

A retiree is typically aged 60 and older and has entered the income distribution phase. You are seeking the confidence from what a personalized retirement income plan can provide. This includes a well-defined income strategy that includes tax minimization, Social Security Optimization, and the future handling of mandated required minimum distributions. At this time, it is also important to define your legacy desires and lay the groundwork for how your assets pass to the next generation or your favorite charities most efficiently.

Reserved for portfolios of $500,000 or more, we utilize our exclusive Advanced Time Segmentation approach to retirement income planning, helping you create durable lifetime income that takes into account the various tax considerations that are important in the distribution phase of retirement.