Retirement. Income. Matters.

Retirement. What do you think of when you reflect on how retirement should or could be? The answer to this question will be different from one person to another. Some may see themselves travelling the world, spending time with their children and grandchildren, or perhaps devoting time to give back to their community or special cause. Whatever it may be, my passion is to understand your dreams and work with you on strategies to help you live those dreams.

Income. Essential to a successful retirement is a strategic plan that addresses the distribution phase of your assets. The planning that goes with the distribution phase is far more complex than the accumulation period. What is the proper withdrawal rate? How much rising income is needed to address inflation? When do tax efficiencies make sense? Why does proper planning for Social Security have such an impact in the long run? My team and I specialize in the proper planning and distribution of your assets to help fund your dreams and maintain your wealth, so you can retire on your own terms.

Matters. Although income is key to retirement, addressing all other matters is just as important. Do you want to establish a foundation? How do you properly address a concentrated stock position? Is leaving a legacy to future generations important? What about unexpected events such as long-term care expenses or sudden death? We strive to look at all matters that can have an impact on your income and retirement security.

Let’s Talk: 408-713-2020