Sophisticated wealth management

Change in Life Next Steps

“Life happened! What do I do?”

To guide and comfort our clients through changes in life, we developed a process called “Next Steps”.

Process: Next Steps

Next Steps is a service for clients approaching a significant life event, such as a sale of a business, approaching retirement, property sale, career change, changes in health, divorce/separation, marriage, or receiving an inheritance. It is a service where we steward clients through these complex times to help them understand their risks, opportunities, and options.


 

 

 

Maintaining income after retirement

How your retirement savings can continue working for you.
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Retirement & Longevity

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
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Retirement & Longevity

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.
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Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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Retirement & Longevity

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
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Retirement & Longevity

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity