Planning For Retirement
Our Five Step Process
We believe managing your wealth to produce an income during retirement is fundamentally different from managing your wealth while accumulating assets for retirement.
This is why we have developed a clear and disciplined process to efficiently manage those distributions for a long and prosperous retirement.
Analyze your retirement needs
Build a foundation
Establish a withdrawal strategy
Implement products and solutions
The purpose of the fourth step is to build a portfolio that creates the income you need for today and the growth you desire in the future. There are fundamental differences between constructing a portfolio to help grow your wealth (accumulation) as compared to building a portfolio that will help create your retirement income (distribution).
Review and monitor your progress
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119 Simmons St Mount Pleasant, SC 29464
Palm Beach Office
1655 Palm Beach Lakes Blvd Suite 100, West Palm Beach, FL 33401
West Coast Office
5060 California Ave, Suite 620, Bakersfield, CA 93309