Next Phase.

Now it’s about what you keep.

You’ve worked very hard to accumulate wealth that will support the lifestyle you want in your next phase of life. Now you’re facing important decisions about how to spend from your portfolio, which can feel like a job in itself. Do you retire, consult or start a new career? Does your estate plan need review? Do you keep your disability policy, adjust it, or accommodate long term care now?

Are you downsizing your home? Upsizing? Buying a second home? Are you taking care of parents? Should you help your kids? The types of your accounts matter. Do you hold taxable, tax-deferred (such as traditional 401(k) or IRA) accounts? Tax-free accounts (such as a Roth 401(k) or IRA)? Some of everything?

Talk to us. We can help you minimize the total taxes paid over the course of time, sort out spending or withdrawal strategies, preserve and increase your wealth, and protect the longevity of your portfolio. Worried about the market? Particularly in this stage of life, the ride can feel rough. We’ll work with you to mitigate trouble and smooth that ride out.

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