Retirees

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

Read a comment from one of our retiree clients.

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