Nearing Retirement

Now, your decisions are more important than ever.

Time for a close look at that nest egg. So you can consider all your assets: 401K, IRAs, joint accounts, annuities, pensions, Social Security. What’s the wisest distribution plan? Which benefits are portable? Should you take advantage of catch-up contributions? What’s your portfolio doing these days? How can you optimize returns?

We’ll help. With a fresh perspective on where you are and what your best moves are now, when every decision counts more. Because that strategy you started out with 20+ years ago probably doesn’t apply any more.

This isn’t about wealth alone. It’s about lifestyle, commitments, pursuits. This is now. This is when you stop waiting and take control.

Portfolio and asset management

401K rollover

Lump sum distribution

Investment to ensure income stream

Legacy planning and wealth transfer

Business succession

Taxation

Inheritance

Asset restructuring

Insurance