Asset Protection
Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.
- Assessing your Risk Tolerance
- Adjusting your Portfolio to Reduce Fees
- Volatility Control
- Evaluate Ways to Reduce Risk While Still Accomplishing your Goals
- Comprehensive Institutional Money Management
Family Legacy Planning
When major life events happen, such as birth, death, marriage, or divorce, it is crucial that you have a relevant and updated estate plan that preserves your legacy. This type of planning includes the distribution of your assets, both during your life and upon your death. By working collaboratively with a qualified Estate Planning Attorney, our goal is to help you:
- Maximize your Estate and Income Tax Planning Opportunities
- Protect any Assets in Trust and Ensure they are Distributed Probate-Free to your Beneficiary(s)
- Protect your IRA and Qualified Accounts from Becoming Fully Taxable to your Beneficiaries Upon your Death
Extended Care Solutions
Who will take care of you if you are unable to care for yourself? One of the biggest concerns may not be outliving income but outliving good health.
- Create a Plan to Help Protect you Against Rising Health Care Costs
- Review of Medicare—Parts A, B and D Options
- Analyze Options for a Long-Term Care Plan
Retirement Income
As you approach retirement, your goals change from trying to double your nest egg, to working to preserve it. At the same time, you want to live comfortably off the income it provides without reducing your principal. To help you achieve those goals, we work with you every step of the way to deliver personalized strategies with reliability and predictability for the rest of your life.
- Social Security Maximization
- Income & Expense Analysis
- Tax Plan
- Spousal Plan
- Longevity Protection