Broker Check

For Retirees

Retirement Income Management: By survey the number one fear of retirees is running out of money before they run out of life. Meanwhile, with advances in health care, people are living longer than ever these days.  There's also the issue of how well one lives. No one wants to live like a pauper in retirement, but the more income one takes now, the less there will be for the future, and how long that future will be is unknown. Finally, those who have more than enough for themselves no matter how long they live may be concerned about how much will be left for their heirs and charities after they're gone.

For all these reasons, it's essential to manage retirement investment portfolios for income now and at least some growth for later. We are proud of what we are able to do for our retired clients in this regard. We employ a wide range of investment vehicles, depending on the individual client, that may include preferred stock, municipal bonds, real estate investment trusts, annuities with guaranteed lifetime payout, and others. Every vehicle we choose is carefully and conservatively selected to minimize risk as our most important criteria.

Tax Planning:

Health Care Costs:

Long Term Care

Financial Concierge Service: We're available to all our clients to answer any question and help solve any problem regarding their financial affairs, no matter how big or small.

Estate Planning Coordination

There can also be deep emotions involved in making decisions regarding issues such as the division of assets among heirs, keeping the family business going, or what to do when one or both spouses have had previous marriages.

Finally, there is the co-ordination of the various professionals involved, to help make sure that nothing falls through the cracks.

For a complimentary initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.