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A thoughtfully-designed estate plan should evolve over time to reflect your changing circumstances and goals so it can protect you, your family and your assets while you are alive and upon your death. We will:
We consider your future spending goals and ability to cope with market downturns. Then we design and manage a portfolio that offers you the best chance for success. We will:
We work with our clients throughout the year so we are in a unique position to identify the tax implications of the financial decisions they face before rather than after they make them. We will:
Living in retirement requires a different set of strategies than saving for retirement. The major challenge clients face is converting a nest egg accumulated over a lifetime of work into an income stream that will last for as long as they live. We guide you through the transition from the workforce and then throughout your retirement to ensure that your income and investments are aligned with your spending needs. We will:
Knowing how much you spend and save can mean the difference between enjoying a comfortable and secure lifestyle or having to settle for less because you have outlived your savings. Once we determine the amount of savings and investments you will need to fund your personal and family goals, we will: