Most of our clients come to us 10 or so years before their anticipated retirement to make sure they are planning effectively and are on course to meet their goals. But retirement planning doesn’t end when you stop working. In fact, it’s just the beginning. As you shift from accumulation to distribution, you will need to look at the best way to draw income from your various assets to create a retirement “paycheck” for the life you hope to lead.
We realize how busy you are with all your responsibilities, so we do the heavy lifting for you. We clearly explain how your company benefits work and how to take full advantage of them. This typically includes 401(k), 403(b) or 457 plan investment selection, pension, non-qualified deferred compensation and company stock purchase plans.
Owning a small business offers many opportunities and dangers. We show small business owners how to take full advantage of their business and minimize risks and taxes. This may include designing retirement and profit-sharing plans to formulating buy-sell agreements and exit strategies.
Using money as a tool to help others is something we greatly value. We assist clients in developing a plan that is tax-efficient and magnifies the impact on the charities that are nearest to their hearts.
LIFE TRANSITIONS &
You’ve just experienced a sudden life change, such as the death of a spouse, divorce, the sale of a business, inheritance or retirement. Now what? We walk with you through this new reality to help ensure you have the right plan for your financial future.