Retirees

Whether you have just retired, or you are in your final years, there are still needs that must be met and a trusted advisor is critical to helping you stay on top of them. Those needs are vastly different that younger people and that changes the scope of the relationship that you may need.

Along with investment management for assets that you own, we have a strong background in the following areas that become critical in retirement.

• Tax Planning

• Estate Planning

• Generational Transfer of Wealth

• Final Expense Planning

• Social Security

• Medicare

• Charitable Giving

We begin to cap the cost of our services in retirement due to the limited scope of engagement later in life. So, if you are being charged a high fee for complexity that you have outlived, click the booking link below for a free discovery call.

The risk of not having that call is much higher than the risk of simply not asking.