up through and past retirement is
very important to me.
Sustaining my family’s lifestyle
up through and past retirement is
very important to me
Goals
• Protect assets and grow wealth to sustain a level of lifestyle
• Establish trust plan for spouse and children
• Maximize tax efficiency and adjust investment strategies as career evolves
• Set up next phase of life after retirement
Services Provided
• Asset management
• Distribution management from 401K and other retirement plans
• Quarterly portfolio reviews
• Guidance on financial decisions
• Coordination of estate plan with attorney
• Quarterly income tax payments
Get in touch
Copyright. The Rice Partnership. All Rights Reserved
MAUI OFFICE 444 Hana Highway, Suite 203 • Kahului, Hawaii 96732 T: 808.446.8299 | Map
CALIFORNIA OFFICE 1304 Santa Rosa Street • San Luis Obispo, CA 93401 T: 805.517.4122 | Map
CALIFORNIA OFFICE 104 Gateway Center Dr c, Paso Robles, CA 93446 T: 805.517.4122 | Map