Winding road by water

Time to Transition

Strategies to manage opportunities and challenges.

There’s a unique opportunity between the time when you stop working to age 65 to tap into retirement income and assets that you’ve built over your lifetime. Many people are surprised at how little taxes they might pay when coordinating the many pieces of their financial puzzle.

We consider ourselves decumulation specialists. We believe that the decade straddling retirement is crucial and that the planning decisions made at this time can have a significant impact on one’s lifestyle. Taking a holistic and customized approach, we become very familiar with each client’s entire financial situation in order to help them transition through these critical transition years.

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Get organized

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Know your financial goals; have a plan

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Talk about personal finance

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Invite others to the conversation