A Different Approach
Currently in Retirement
You have saved for years and now it’s time to enjoy the retirement you have planned for. This stage of life is all about security and knowing your money is there when you need it. At this point, your portfolio is now in position to replace the reliable paycheck you are accustomed to along with your other sources of retirement income. Even though you have reached your goal of financial independence, the journey is not complete and you need a trusted retirement advisor to help you stay on course.
What We Focus on in the Enjoying Retirement Stage
How and where to tap sources of income in a tax-efficient manner
Strategies to mitigate sequencing risk
Finalize Social Security and pension payment plans
Legacy planning for heirs and charitable endeavors
Adjusting portfolio for longevity while considering market risk
Sustainable income generation is now the focal point of the portfolio
Plan for expenditures such as grandchildren
Tracking your retirement budget and making necessary adjustments
Investing your portfolio in retirement is very different than before retirement. Careful coordination is required to ensure your retirement income plan is tax-efficient and sustainable. Retirement income is our specialty and this is what we do. With us as your partner, you can retire with confidence and enjoy your wealth instead of managing it.
Think We Might Be a Good Fit?
Let's talk and we can help you decide whether we're the right firm for you.
We believe in building relationships.
Let us be your partner on the journey to financial independence.
300 Galleria Parkway
Atlanta, GA 30329