WEALTH DISTRIBUTION

Millions of Baby Boomers are at or near retirement and face the challenge of securing an income stream that lasts their entire lifetime. The biggest fear for these clients is the fear of running out of money!

WEALTH DISTRIBUTION

DISTRIBUTION PHASE

We help our clients plan for distributions for...
  • Essential expenses such as food, clothing, healthcare, housing, etc.
  • Discretionary expenses
  • Extra-ordinary expenses
  • Emergency expenses

ESTATE TRANSFER PHASE

  • Income – ensuring you don’t run out of money
  • Taxes – managing taxes
  • Investment risk – loss of portfolio value
  • Inflation – Loss of purchasing power
  • Health Care – Medical and long term care costs
Watch this short video
"Get Comfortable Thinking About Social Security"

DIFFICULTIES WE FACE

We help our clients transfer wealth by...

  • Ensuring the right assets to the right people at the right time
  • Making sure health care decisions and expenses will be managed properly
  • Charitable or special needs interests
  • Implementing a formalized Business Succession Plan