Guiding
those living in retirement

Our clients who are retired want to maintain their current lifestyle as well as be able to travel and leave a legacy for their children and community through trusts and gifting strategies. They want to work with an advisor that can help them not only with their own needs, but help educate their children about investing and pursuing their financial goals.

Our team’s goal is to help our clients with preserving wealth, creating sustainable income throughout retirement and maintaining their standard of living. This includes having a sustainable withdrawal strategy that addresses both their needs for monthly income and their desire to make their money last.

We also help them manage their required minimum distributions and determine the most tax-efficient ways to draw income from their investments. Plus, we collaborate with their legal, accounting and insurance professionals on matters such as estate planning, life insurance and long-term care.

With the right financial guidance, retirement can and should be a most enjoyable and fulfilling stage of life.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Client Travels
Retire
from work, but not from life.
M.K. Soni