When you retire, it is no longer a theoretical event. You need the financial ability to support the lifestyle you’ve worked hard to achieve. We can help you plan and make good decisions now to support your financial future. This is what we do.
Our Approach
- Primarily Fee-based asset management. We charge a fee on the assets we manage; not commissions on the trades that we do in those managed accounts.
- Stock option exercise and diversification strategies.
- A broad range of clients: C-level executives from large companies
Our Process
We complete a full analysis of your family resources, including income, portfolio holdings, pensions, social security projections and other income sources like real estate, trust assets, etc. We then do a gap analysis to determine how well your financial resources are positioned to generate the income you need to meet your retirement income goals.
Our Offerings
We are the integration of functional design with efficient portfolio design with our Retirement Income Management System.
Transparency is important to us, and we actually show you our work product: Our belief is that you need to know what you’re getting for the money you’re paying. We believe this is different from most advisors. We do a lot of work, earn every penny, and we show people how we do it. And, our annuity analysis provides clients with a comprehensive tracking mechanism for key information to monitor their annuity positions. We spread risk across several companies, which allows for flexibility when people start to draw money.
