If you are in the accumulation phase of life, pre-retirement, we believe a basic retirement analysis should be completed that measures the assets you’ll need to pursue your retirement goals and dreams. We can then recommend an appropriate savings plan and portfolio design to assist you in meeting your retirement needs.
If you are in or near retirement, your goal may be to generate the necessary income to sustain a quality lifestyle. We perform an analysis of your retirement income sustainability to identify areas of need and adjustment to your portfolio. We practice thoughtful risk management to attempt to mitigate significant portfolio drawdowns that can have a negative impact on your retirement.