High-Net-Worth Individual
As you plan for or near retirement, you might have some questions surrounding your financial readiness:
Financial Security
Will my savings last through retirement? How much monthly income do I need? Is my portfolio optimized for safety and growth?
Our Approach: We design custom RetireSHIELD™ plans to ensure your wealth sustains you, minimizing risks and maximizing returns.
Portfolio Optimization
Are my investments aligned with my risk tolerance and objectives? Can I lower costs without sacrificing performance?
Our Approach: As independent fiduciaries, we review and refine your holdings for efficiency, transparency, and superior results.
Tax Efficiency
Am I minimizing taxes across accounts? Is my strategy protecting my spouse and heirs?
Our Approach: We implement optimal tax-deferred and taxable mixes, reducing liabilities and preserving more for your legacy.
Healthcare Protection
How will rising healthcare costs affect my plans? Am I shielded from medical debts or long-term care needs?
Our Approach: Integrated planning safeguards your assets from creditors and ensures comprehensive coverage for you and your spouse.
Legacy & Estate Planning
Is my estate structured to avoid probate and taxes? Do I have the right insurance and inheritance strategies?
Our Approach: We craft airtight plans that honor your wishes, minimize estate taxes, and secure your family’s future.
Who We Serve With Our Expertise
See WHy Our Clients Are Smiling!
