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.