Concierge Service
Services
Videos
Retirement Concierge Service
Watch the short video below to learn more:
Is the Retirement Concierge Service Right for You?
We're Most Helpful When Facing These Concerns:
-
Unsure of the date they can retire
-
Need assistance with how much they can spend without running out of money
-
Lack a strategy for growing their income to keep up with inflation
-
Don’t have a plan for handling the next market correction in an account they are drawing income from
-
Feel they can retire but don’t know the specific next steps
-
Conflicted on the wait vs. delayed approach to Social Security
-
Concerns on how Medical expenses play into retirement spending/planning
-
Have multiple accounts and sources of retirement income and are unsure of how to coordinate what valves to turn on in which order
-
Uncertain of the role taxes have on their investment income
We’re Probably Not the Right Fit For:
-
Individuals looking exclusively for investment management
-
People more than 4 years out from retirement
-
Pre-retirees that intend for Social Security to make up more than 60% of their retirement income