Managing Wealth

For Our Clients Nearing or in Retirement

The Big Picture
How do you know you have saved enough to last for your lifetime? Have you taken the appropriate measures to ensure you don’t run out of money? Our wealth management planning ensures you are secure now and for the necessary future.

Income Distribution
Strategic income planning is a critical component of ensuring your funds will last for your lifetime. We help maximize your sources of income and sequence how and when to take distributions to get the most out of your dollars.

Managing Investments
Maintaining a long-term outlook and disciplined approach can be difficult as you step into and live out your retirement years. We educate and guide you through these critical years to ensure your portfolio continues to deliver the results you expect.

Estate and Legacy Planning
In your retirement years we focus on understanding the legacy you would like to leave. Whether it is how to most efficiently transfer wealth or supporting your philanthropic priorities, we work to ensure your financial wealth is in good order for the next generation and beyond. 

Preparing for the Unforeseen
As you age, so too does the likelihood that an unforeseen event can derail your plan. We identify areas of risk and work with you to implement safeguards to ensure your long-term financial goals are realized and protected.

Lifestyle Management
Our client’s daily decisions are important to us. Whether it is advising on significant purchases, offering assistance during big life transitions, or connecting clients with trusted providers, we choose to be there for our clients when material decisions need to be made. 

Schedule a Discovery meeting today. Contact us at 775.502.8484 or by email