After saving all our lives, we want
to enjoy life with total peace of mind.
After saving all our lives, we want
to enjoy life with total peace of mind.
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
• In the event of the death of one spouse, ensure that someone trusted is there to assist remaining spouse
• Maintain wealth to pass on to adult children
• Determine wealth transfer strategies and which option is best
Services Provided
• Portfolio management
• Annual distribution of RMD
• Quarterly portfolio reviews, to include family members as desired
• Guidance on all financial decisions
• Coordination of estate plan with attorney
• Coordination of income tax return with CPA
• Property taxes and insurance payments for multiple residences
Get in touch
Copyright. The Rice Partnership. All Rights Reserved