REACHING THE SUMMIT

Our Freedom Stage planning services provide you with peace of mind.

Congratulations! You have reached the peak.

At the Freedom Stage, you have accumulated enough assets and/or income streams to be financially secure.  Yet this security still requires financial diligence on your part.

In this stage the focus shifts from accumulation to protection and impact. We can provide the guidance you need so that you can enjoy life to the fullest.

You deserve it!

More than one-third of retirees lack confidence that they will have enough money to live comfortably throughout their retirement years.
(Mahoney, “Making Distribution Decisions in Retirement”)

TOPICS TO CONSIDER

MAKING MONEY LAST
A 65-year old has a 50% chance of living past 85.
Source: National Center for Health Statistics

MY ESTATE
Estate planning taxes can be as high as 39.6%
Source: IRS

HEALTH
A couple who retired in 2010 may need $255,000 to cover healthcare expenses.
Source: Principal Financial Group

GIVING YOU PEACE OF MIND

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Wealth Preservation
We can help you protect your assets and income streams from your ongoing expenses. From health care needs, to long-term care, to spending plans, to pension maximization, we can help.

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Generational Legacy
With your attorney, we can create a plan for the future. Your estate plan can ensure that your assets go to your heirs on your terms, and can include instructions on how to proceed if you are unable to make decisions for yourself.

Coordination
We collaborate with your professionals to ensure that your plan is implemented correctly. We can connect you with tax advisors, attorneys, insurance teams, financial advisors, or portfolio managers.

Significance
Discover ultimate joy by utilizing your resources and passions to impact others.