50 Forward -
Thrive through the next chapter of your financial life
You’re at the peak of your professional career with no plans to retire (yet). Though it may seem impossible to imagine retiring anytime soon, it pays to plan and prepare.
Together, our team will help you evaluate your financial position, set realistic goals and lay the groundwork for your next phase.
Starting Your Countdown?
You’ve circled your retirement date on the calendar. While you focus on preparing at work and at home, our team will take the lead to ensure your financial house is in order and stays that way.
From cash flow projections to Social Security and income replacement strategies, we will leverage the entire strategic planning spectrum to make your transition a smooth one.
Your working days are a distant memory and you have already leapt into this new chapter of your life with new found vigor. Our team is committed to guiding you on the path toward living the retirement lifestyle you worked so hard to attain.
We’ll help you capitalize on your wealth and keep more of what you’ve earned through tax-efficient distribution planning, charitable giving strategies and more.
Retirement – On Your Terms
You have a clear vision for the road ahead. We have the tools, resources, knowledge and experience you need to help make it a reality. From goal-setting to wealth preservation, see how we can help you tackle challenges and make the most of your retirement.
If you could describe your ideal retirement in one word, what would it be? Now pose the same question to your spouse, colleagues, family members, friends…chances are, you’ll get a different answer from each and every one of them.
No goal can be achieved without a solid plan in place. And no matter where you are in your retirement journey, our team brings the proven expertise and planning knowledge you need to move forward with clarity and confidence.
Set Your Goals, Chart Your Course:
Strategize Expenses & Cash Flow:
Answering the inevitable question of “How much do I need?” is only possible when you understand your inflows and outflows in retirement. Fortunately, you don’t have to go it alone. From budgeting and cash flow management to covering health care and medical costs, our team will design a plan to help you build confidence in your future.
Secure Your Income Stream:
Taxes can be the biggest threat to preserving income in retirement — and due to the ever-changing legislative landscape, they’re also the most complex costs to predict. From efficient withdrawal strategies to ongoing tax planning, we’ll work with your tax advisor to navigate these intricacies to your best advantage.
Grow Your Wealth:
When it comes to retirement, your investment strategy is at the forefront. Our highly credentialed investment team specializes in engineering portfolios tailored to your goals, objectives and expectations.
Protect What Matters:
There is no crystal ball, tool or strategy that can predict life’s inevitable and unexpected curveballs. From advanced estate and tax planning strategies to guidance around long-term care and longevity issues, leverage our team in conjunction with your estate planning advisor to help safeguard you and your family against the threat of unforeseen risks.
OUR APPROACH IN ACTION
With the right team and resources, there’s nothing stopping you from exceeding every goal you’ve set out for in retirement.
Here’s how we’ll take you to the next level.
Successful people have a plan and are always working on it. You’ve worked hard for your money – we work hard to protect it.
From age 50 forward, we help you fine tune your plan. We integrate your earnings, expenses, taxes, pensions, 401(k)s, Social Security filing strategies, and health coverage decisions to make certain your retirement is a one-time event.
Finding Financial Peace-of-Mind
A venue to ask the tough questions, share experiences and discover financial strategies. Designed to deliver maximum take-home value and convert information into actionable insights.