ON MAINTAINING YOUR LIFESTYLE IN RETIREMENT
“People have very different needs in the accumulation and distribution phases of their financial lives. If you are retired and in the distribution phase, we will focus on helping you to develop strategies and structure investment portfolios designed to help you maintain your lifestyle. The objective is to reduce the investment risk in your portfolio to a level you find acceptable, while still aiming to generate the income you will need throughout your life and your family.”
THE DISTRIBUTION PHASE: IT'S ABOUT LIFESTYLE
For many, retirement is a time to harvest the benefits of your life's hard work and often requires a shift in how you view your investment assets.
Our advice and guidance can help you address these concerns:
♦ Will I outlive my assets, or will my assets outlive me?
♦ Will my spouse be financially okay if I pass away?
♦ Where and how will I get income in retirement?
Our objective is to guide you in building a customized portfolio, designed to help you preserve your lifestyle and pursue your strategic goals, while aiming to minimize risk and volatility.