Financial Planning, Retirement
Executive Summary Many client-advisor relationships are focused almost exclusively on amassing wealth. It makes perfect sense – people want to preserve and grow their wealth in order to afford their preferred lifestyle and save for the future. However, once the future...
Financial Planning, Retirement
Executive Summary When establishing the best strategy to access retirement funds, it is vital to determine a few important points: What is your estimated cost of living goal for the first year of retirement? What are other sources of income you expect beyond your...
Life Insurance, Retirement
Executive Summary Preparing for the eventual transfer of assets between generations has been the traditional purpose of life insurance. Over time and with innovations in the insurance industry, life insurance has evolved to also include wealth creation, and income...