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 cooridinated 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.