In the simplest sense, planning for retirement sets a course for life after paid work ends. Not just financially, but in all aspects of life. Non-financial factors include lifestyle choices such as how to spend time in retirement, where to live, or when to quit working altogether. A holistic approach to retirement planning considers all of these areas.
We help turn your nest egg into a reliable income stream.
We carefully coordinate all of your income streams to help make sure you don’t pay more than your fair share of taxes.
Our approach is backed by decades of academic research and helps:
Keep your taxes low
Lower portfolio risk
Preserve your savings
Maximize your investment return for level of risk taken
Keep your Taxes Low
It’s very possible to be in a higher tax bracket in retirement than as a working professional. Keeping taxes low throughout retirement is one of the key ingredients to a successful plan.