Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
Financial Planning and Investing for Retirement
Retirement isn't a finish line, and it certainly isn't the ending point for financial planning.
There are several areas that retirees may overlook in their financial plans:
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» Managing investment risk. We call this investing with intention. We don't want to take risks when there isn't a need. Many retirement investment products and strategies take more risk than you may need in search of excess returns.
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» Managing financial risks. We can assemble a team of experts or work with your own insurance team to make sure your coverage is appropriate.
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» Managing tax exposure. Retirees face several tax opportunities and pitfalls.
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» Managing your estate. Are your plans for your affairs current?
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Even if you have a plan, it makes sense to consider a second opinion. You would have a second opinion on surgery; making sure your financial health is in order can be just about as critical!​
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