Enjoying a Successful Retirement

Characteristics of Investors Currently in Retirement

  • Recently retired, has successfully transitioned into retirement
  • Portfolio is generating income, with some portion allocation to growth and capital appreciation
  • Has an idea of the monthly income needed from their portfolio to cover expenses
  • Actively tracking their income and expenses

A Plan that Brings Certainty & Peace of Mind

When an investor has settled into retirement, they often can find themselves asking new questions about their finances.

Common concerns like "how long will my portfolio last?" and "does my portfolio have the right investments?" are common among retired investors. The general idea surrounding these concerns are about minimizing the impact market volatility can have on their current plan. At this point, the priority becomes protection instead of growth.

We have years of experience helping retirees build successful wealth management plans that leaves them confident in the future of their retirement.