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WHAT IS IT

The Retirement Income Planner helps retirees live comfortably in retirement without fear of running out of money by addressing the unique needs encountered when planning for retirement. It does so by developing a plan that focuses on sourcing income to meet spending goals for as long as retirement lasts and providing answers to many critical questions about retirement.




WHO THIS SERVICE IS FOR

The service is ideal for those who are retired or within 12 months of retirement who want planning, tax preparation, and investment management and have investible assets greater than $1 million.


WHAT'S INCLUDED

Through the Personalized Analysis, you'll get a retirement income plan aligned with your income preferences that shows you how to source steady and reliable income to cover core living expenses, discretionary spending needs, contingent expenditures, and legacy amounts to pass along to future generations while managing the risks that can undermine spending stability.. A combination of investment planning and management to optimize portfolio sustainability and spending power, as well as strategic tax planning to reduce taxes and boost spending, this is the roadmap for those seeking to maximize their resources while ensuring financial security in retirement.


We don't hand you the Personalized Analysis and send you on your way. That would be negligent. We'll provide full implementation and support through retirement to ensure financial security.

  • Year-round, on-demand investment, retirement, and tax planning and management

  • In-person and online annual reviews

  • Income preference assessment to determine how you want to source income in retirement

  • Selection and implementation of income strategy

  • A personalized analysis to articulate a roadmap to enhance retirement financial security

  • A customized retirement income plan to show your spending objectives, income streams, year-over-year income projections, investing strategy, and legacy objectives

Portfolio Construction

  • Investment planning, portfolio design, review, and optimization

  • Investment selection and implementation

Portfolio Management (optional)

  • Multi-Account Rebalancing

  • Reporting

Optimize taxes to support portfolio growth potential to increase long-term wealth to support higher spending potential

1040 Federal & State return preparation, review, and submission

OUR PROMISE

  • You will receive a formal retirement income plan To reflect your retirement objectives.

  • YOUR PLAN WILL REFLECT HOW YOU PREFER TO PAY YOURSELF.

  • your plan will explain how your income will be created.

  • YOUR PLAN WILL PROVIDE SECURE, stable, and sustainable MONTHLY INCOME.

  • your plan will only include investments that support your spending goals and values.

  • Your plan will incorporate tax optimizations to enhance long-term wealth and spending power.

  • Your plan will include ongoing retirement, investment and tax management to ensure a desired retirement outcome.

  • Your plan will have the backing of a firm that will truly listen to you and have a vested interest in your retirement.



WHAT IT COSTS

Annual Cost: $8,000

Annual Cost: $9,250

Annual Cost: $8,250

Annual Cost: $9,500



Schedule a complimentary call to learn more