We help people in or close to retirement optimize their retirement income potential and reduce unnecessary taxes with strategies you just won't find on " Mainstreet".
We feel many " Mainstreet " advisors simply use a conventional 4% withdrawal rate without regards to a client's specific circumstances.
Our process takes a more personal, integrated approach to retirement income planning by combining elements of both " Safety-First " and" Risk-Based "philosophies. Or in our minds, the antidote to conventional retirement planning wisdom.
We believe this process helps reduce worry, fear and anxiety around retirement by integrating strategies that look to provide guaranteed or stable income, seek to limit downside risk and offer opportunities for long-term growth.
The result - more clarity, comfort and confidence about your financial future that focuses on providing a more secure, stable, and sustainable retirement income.