We all need retirement money. It is likely that you have methods of saving and building the funds for the future. You may have an advisor for this accumulation phase.

We work in conjunction with you, your advisors, and the plans that you have in place. Our expertise is not in choosing your stock portfolio. We holistically analyze your retirement plan with an eye towards the distribution phase as you begin retirement.

With our knowledge, skill (and sophisticated software), we scrutinize your current situation. We give you a secure online portal so that you can see and modify your retirement plan.

As needed, we can show how qualified and non-qualified assets will work for you. We look at “safe money”, tax implications, and creating an income stream. We show you how your distribution sequence of returns can have major effects on your plans and how tax risks are very real, but can be mitigated.

If transferring legacy wealth is important, we can review some techniques to create generational wealth for your heirs.

Our expertise is finding solutions unique to you.