Defining Your Retirement, Retirees, 60s

Your Needs

  • "Retirees" have urgent money management needs.  
  • Portfolios require close, careful monitoring because they are the most vulnerable to fluctuations in the financial markets. 
  • Retirees need an income plan that minimizes taxes and maximizes their legacy.

Our Solutions

  • Detailed financial plan
  • Risk assessment 
  • Consolidate and manage assets
  • Tax-efficient income plan
  • Legacy planning

Related Content