We know you worked hard to become independent. We can help you plan your transition to fewer duties and more adventure.
We know what position you are in. Let us help you make sense of the details so you can take a step back and look at what you have accomplished and what remains. Perspective is key and with some planning and execution, we can help make sure you are headed in the direction you want to go and are on track to achieve your goals.
Here are some questions we get asked
How do I ensure I won’t use up all my money?
In which order should I use my assets or funds?
When is the best time to start receiving Social Security benefits?
Should I move, sell my home or rent out a portion of it?
Could I move to be closer to my kids or grandchildren?
What should I leave to my kids?
What can I give now to help my kids, if any?
If I pass away before my spouse, who do I trust to help them?
Do I need my current insurance still?
How do I continue to grow and challenge myself?
BENEFITS OF AN ADVISOR
A partner who helps ensure you are cared for and supported
Someone to bring all your trusted advisors together to collaborate
Ongoing review of your plan progress and achievements
Ensure continual growth of your asset portfolio
Focus on adventure, not on finances
Clever strategies to transfer assets tax efficiently
Balancing investment income with growth requirements
Master your cash flow
Peace of mind about asset risk mitigation and protection