Specialized Financial Guidance for Life's Next Chapter
You have unique challenges and opportunities ahead as you enjoy retirement.
Why is Planning Important?
As you enter and progress through retirement, having a plan to maintain your lifestyle and preserve your wealth can be challenging. The economy and your financial situation are changing and you want to take actions that help to protect and preserve your lifestyle.
Retirement Income Plan
Are you worried about having a stable income stream in retirement? Learn how to turn your accumulated assets into a reliable income. Can you imagine the peace of mind that comes with knowing you won't outlive your savings?
Tax-efficient Withdrawal Strategy
Are you concerned about the impact of taxes on your retirement savings? Discover how strategic tax planning may significantly boost your retirement nest egg. Having a plan that seeks to maximize your retirement income by minimizing your tax liability throughout your career and into retirement.
Optimized Investment Strategies
Concerned about your current and future tax liabilities? Discover how tax-efficient strategies can help minimize the impact of taxes on your wealth and your retirement savings. See how tax-efficient investments can help lead to significant savings and potentially improve your financial security.
Healthcare and Long-term Care Planning
Worried about healthcare costs in retirement? Learn how long-term care insurance can potentially protect you from financial risks associated with extended healthcare needs. Gain a better understand about how your healthcare costs can be covered, potentially reducing the financial burden on you and your family.
Estate and Legacy Planning
Is your estate plan aligned with your wishes?
Lamont Brown CFP®, AIF®, MBA Owner, Wealth Manager
