Ages 66+
Topic We Are Here To Help Your Generation With
- Preparing a portfolio sustainability analysis to make sure you do not run out of money in retirement.
- Assisting you with the timing of taking social security if you haven't already done so.
- Making sure you are taking full advantage of your company benefits if you are still working.
- Making sure your investment risk is appropritate for your current stage in life.
- Implementing a coorinated withdrawal strategy from your investment and retirement accounts to meet your cash flow needs.
- Implementing a plan to protect your family if something happens to you.
- Mapping out the succession of your wealth to the next generation.
We are here to help with these topics and many others so you can live a great life in retirement.