Within our client base, we have found that many retirees fit the "new wealth" designation as they access — for the first time — considerable assets amassed over their careers. As early retirement and longer life expectancies often result in retirements lasting several decades, careful planning and coordination is critical.
Client Concerns
- Understanding, consolidating and protecting assets spread over pension, 401(k), IRA, annuity, savings, investments and real estate
- Ensuring sufficient funds for long, rewarding retirement
- Understanding trade-offs between current and future consumption
- Risk management and need for insurance
New Wealth Response
- What-if cash flow planning
- Retirement planning
- Investment planning and management
- Tax planning for tax-favored assets
- Insurance consulting
- Estate planning