Let’s create a plan for your future
After working hard to get to where you are, you deserve to retire with dignity, independence, and confidence. By creating an easy-to-follow wealth management plan, we’ll help you stay on track and cheer you on as you pursue your financial goals. Beyond that, we’ll be here to support you during the downturns, and help you get back on track when the unexpected happens.
In today’s hyper-connected world, there’s a lot of information readily available at our fingertips. While being informed can be powerful, it also means that there is a lot of noise. We’re here to help you make sense of all the information out there, and focus on the facts that apply to you and your situation. From helping with tax documentation to creating your estate plan, we’ll take a comprehensive view of your financial situation, and create a strategy tailored to you.
Aspects of planning include
Retirement
As one of the biggest life events that you’ll experience, retirement takes a lot of planning. We’ll help you define what retirement means to you, and create a plan that aims to help you keep your independence throughout this life stage. In our planning sessions, we’ll outline what’s needed to create cash flow throughout retirement, strategies to ease your transition, and plans in case you require long-term care later in life.
Investing
Create a long-term, well-balanced strategy that is personalized to your risk tolerance and needs. Your portfolio will aim to give you cash flow over time while helping you withstand volatility. Beyond that, we’ll also look at the tax implications of your investments, and work to reduce their impact. After all, it’s not what you make, it’s what you save.
Insurance
Ensure that you can continue to support your loved ones even if you are unable to work or unexpectedly pass. If appropriate, we’ll discuss the different insurance options available to you, and help you find solutions that suit your plan, needs, and lifestyle.
Taxes
Taxes have the potential to eat away at a large portion of your wealth if not properly considered. In coordination with your tax advisor, we’ll help with tax document preparation so you can mitigate their effects on your savings.
Specific individualized tax advice is not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Schedule a meeting and let’s talk about how we can help you retire with purpose.
