Retirement & Distribution Planning
We believe that it is more important to prepare, then repair. With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it is essential to prepare for these years, and put your investments to work to account for these retirement years. We often help clients quantify how much money they need during their retirement years in order to support the life they wish to lead.
We seek to help create a stream of guaranteed retirement income for clients that will allow them to live in the lifestyle that they seek. Combining retirement planning with distribution planning strategies can be very powerful. Through purposeful conversations and active listening, we help clients create plans that provide them with more confidence and satisfaction during their retirement years.