Sustaining my family’s lifestyle
before, as well as after retirement,
is very important to me.
Sustaining my family’s lifestyle before, as well as after retirement, is very important to me.
Goals
- Find a personal advisor to manage investments and make sure money does not run out
- Maximize investments at a comfortable risk level
- Identify opportunities to increase income
- Support community through charitable giving
- Develop contingency plan should the unforeseen happen
Services Provided
- Customized portfolio and asset management
- Guidance on financial decisions and business opportunities, including real estate
- Distribution management from retirement plans
- Charitable-giving management
- Quarterly portfolio reviews, to include family members as desired
- Coordination of estate plan with attorney
- Legacy planning and sustainability
- Assistance with personal and business financing needs
Get in touch
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