What does wealth preservation really mean for your retirement income plan?
(Pre)retirees: with inflation eroding your purchasing power year after year, talking about principal protection just doesn’t cut it. Instead, let’s get focused on preserving your standard of living.
You’re a (pre)retiree with questions like:
Will we be ok over the long-term?
You want to know if and when you can retire comfortably. You want to make sure your money outlives you instead of the other way around.
What if something happens to me or my spouse?
You hope for the best but know you need to plan for the worst. Having a will usually isn’t enough. We can help you plan.
How can we lower the tax bill?
You clearly pay your fair share already— and you only want to pay what the law says you have to pay. No more, no less.
How do we replace our paycheck?
You have a nest egg, but how do we turn assets into income? What about Social Security? Pensions? IRAs?
What investments are appropriate for us?
You want to make smart investment decisions that will keep you and your family on track for the long-term.
What are the retirement risks and pitfalls we should avoid?
You want to protect your assets and minimize any risks to your family’s future. We can help you on the risk management front.
