What it is
We use our investment distribution expertise to streamline income, investment and tax strategies for retirees. Ultimately, we help our retired clients maintain both their purchasing power and peace of mind so they can focus on the pleasure of fulfilling their retirement dreams.
How it works
In a series of regular consultations, we get to know what sources of income and types of investments our retired clients have—and need. Based on our conversations, we will:
- Identify retirement income sources
- Coordinate taxable and tax-deferred distributions
- Adjust clients’ asset allocation or investment strategy
- Consolidate and simplify investment strategies, reducing the number of accounts clients need to maintain