Wealth Creation
- Define goals i.e. education, retirement, philanthropy, wealth transfer
- Develop a disciplined saving strategy
- Implement a cost-efficient, well-defined, investment plan
- Maintain liquidity for unexpected expenses
- Seek to grow assets to support a confident retirement
Wealth Preservation
- Review social security strategies, potential healthcare costs and long-term care
- Preserve assets and income streams
- Maintain portfolio alignment with a changing lifestyle
- Develop a tax-efficient distribution strategy of retirement and non-retirement accounts
- Monitor and maintain cash flow and withdrawal rate
Wealth Transfer
- Develop a plan that allows you to pass on your assets along with your values
- Redefine goals and methods of asset distribution
- Review with strategic partners to ensure wills, trusts and beneficiaries are up-to-date
- Manage estate tax liability