We help in the following five key areas of planning:
1. Income
- Analyzing income and expenses
- Maximizing Social Security
- Developing longevity protection strategies
2. Investment
- Assessing risk tolerance
- Being supported by institutional-level money managers
3. Tax-Efficient Strategies
- Assessing the taxable nature of accounts
- Strategizing ways to include tax-deferred and tax-free money in your plan
- Developing RMD withdrawal strategies
4. Long-Term Care
- Looking at all aspects of Medicare and supplements
- Analyzing options for LTC
5. Estate Planning
- Updating beneficiaries
- Securing all necessary estate planning documents