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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 you have—and need. Based on our conversations, we will:

  • Identify available resources to cover your retirement lifestyle
  • Coordinate taxable and tax-deferred distributions
  • Adjust your asset allocation or investment strategy to complement income needs
  • Consolidate and simplify investment strategies, reducing the number of accounts you need to maintain