Our clients are looking to develop a long term relationship with a financial planning firm that can assist them in understanding how to pursue their particular retirement goals and dreams. Generally, they are between the ages of 50-75, have a minimum of $500,000 of investable assets and are willing to openly discuss how to accomplish their objectives.

The 4 most important issues we discuss include:

1. How to structure the necessary cash flow;
2. What to do with rollovers or early retirement offers;
3. How to reduce the impact of taxes (income or estate); and
4. Implementation of portfolios suitable for the clients' retirement objectives.