People in or Nearing Retirement

Helping You Feel Confident That Your Financial Plan is Designed to Meet Your Family Values

Strategies made to order for you to help monitor your assets and seek tax-efficient growth.

Partial List of Services for Retirees or Near Retirees:

• Analysis of Existing Asset and Liability Situation

• Cash Flow Analysis/Longevity Probabilities

• Investment, Wealth Management Considerations

• Estate Planning, Asset Protection Alternatives

• Generational Considerations