Retirees

A lifetime of savings and budgeting has placed you in a position to retire.  You are not in an asset accumulation, or asset growth phase of your life.  Instead, you are seaching for a plan allowing you to cash flow your expected budget through your retirement years. 

Our firm will work with you to establish a cash flow plan attempting to identify reasonable expectations for support levels.  Risk aversion is considered a primary planning component, and we strive to build worst case scenarios for our clients regarding cash flow.

Estate planning, asset preservation, and generational wealth transfer are ancillary planning components, but our experience has shown that establishing cash flows must be the initial focus, and it should exist in a worst case scenario.

This strategy helps our clients to survive market issues and avoid forced liquidation of their estate for cash flow needs.