We will assess all the resources you have or will have at your disposal come retirement time, both current and future value, and build a plan to work toward a long and happy retirement able to support the ideal lifestyle you desire.
Our knowledge goes beyond stocks, bonds, index funds, and retirement accounts. We will show you how to leverage additional vehicles such as real estate and private equity that are typically not advertised or available to the public while helping you evaluate which types of investment opportunities are appropriate.
We work with you to create a balance between your fixed money and money at risk (i.e., stocks, bonds, etc.). Your fixed money then acts as a buffer during retirement against the volatility of traditional investments. This strategy seeks to afford you the confidence that you'll never have to sell stocks at depressed prices to meet future income needs.
Deferring and reducing taxes during the accumulation phase is important, but equally important is having an eye toward the decumulation years (i.e., retirement). We work with you to plan for lower taxes in retirement by creating tax-efficient savings and investments now, which can supplement retirement cash flow in the future tax-efficiently, and ultimately keeping you in the lowest tax bracket possible—at a time when taxes may very well be at an all-time high in the higher brackets.
*No strategy assures success or protects against loss.
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