Our approach to Wealth Management for retirement savings addresses the following key concerns:
Protecting savings from Market Risk, Reducing or eliminating the impact of confiscatory taxation, Maximizing and locking in Real gains, Providing retirement income one cannot outlive, without giving up control of assets, Minimizing asset management fees, Reducing active asset management decisions during retirement years, Providing alternatives to prevent Long Term Care Expenses from exhausting savings, AND Leaving the desired legacy.
We believe in planning around our clients' goals and life cycles while protecting their assets from market cycles. We coordinate traditional and state of the art strategies and financial vehicles for our clients. These unique strategies have been attested to by the Wharton School of Business and recognized by the U.S. Patent office.