Currently Retired

Simplify your finances and reduce your worry with unbiased investment advice and guidance.

Are you currently retired? If so, you might be more interested in enjoying your life than constantly worrying about your finances.

Many of our clients who are financially successful retirees worked hard during their career and typically live below their means.

Their primary desire is to simplify their finances and put a plan in place to preserve their assets long-term and protect their family in the event something happens to them. 

“I am more concerned about the return OF my money, than the return ON my money” – Mark Twain

Question we help you answer:

  • How much retirement income can I generate to live the lifestyle I desire?
  • How can I make my retirement portfolio last the rest of my life?
  • How do I minimize taxes on my portfolio?
  • How can I simplify my financial life?
  • How can I grow my wealth, but still sleep soundly at night?

Learn about the solutions we have for our retired clients:

Your Concern Our Solution

“I am concerned about preserving my money throughout retirement and for my loved ones.”

We utilize advanced tools and a Nobel-prize winning academic research designed to give you the highest probability of making your money last throughout retirement and transferring it to your heirs.

“I am concerned about running out of money before running out of life.”

We provide clients with a customized investment plan which includes recommendations for making your money last as long as possible.

“I am concerned about generating enough retirement income so it keeps pace with the rising cost of goods and my lifestyle.”

We create an easy to understand retirement income strategy that potentially allows you to create enough income to enjoy the lifestyle for which you are accustomed.We will build a portfolio that is constructed to potentially overcome inflation and can potentially increase your purchasing power over time.

“I am concerned about minimizing the taxes on my investment portfolio and estate.”

We utilize tax-efficient mutual funds in all of our client portfolios.We utilize asset location strategies which mitigate your tax burden over time.We implement a tax loss harvesting strategy to help minimize the impact of taxes on your hard earned wealth.We incorporate the input of a tax expert for superior strategies and advice in minimizing the tax impact of your investments and your estate.

“I am concerned about protecting myself from identify theft, law suits, and protecting my loved ones in the event of loss of life.”

Our estate planning and insurance team members create strategies to protect you and your family.

“I am concerned about the transfer of my estate in an effective and tax efficient manner.”

We review all beneficiary designations and account titling to ensure your heirs receive what you intended.We review your balance sheet and estate with our estate planning expert for advanced advice and recommendations.

“I am concerned about providing philanthropic support for my charity of choice.”

We work closely with our charitable gifting expert to define a proper strategy that fulfills your values and gifting goals.

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