- Retired individuals and couples
- Divorced or widowed
Those who are executives have:
- Benefit packages to assess
- Stock option issues to analyze.
- Tax-planning needs to understand.
- Wealth-building issues for retirement and legacy planning for future goals.
Those who are self-employed have:
- Cash management issues resulting from irregular income.
- Tax-planning challenges due to multiple streams of income and lack of tax withholding.
- A critical need to self-insure for events typically covered by employer provided benefits.
- Retirement planning options to consider and implement.
Those who are retired must:
- Evaluate alternative strategies for Social Security and other benefit programs.
- Coordinate tax efficient distributions from their retirement funds.
- Plan to manage their two largest expenses – healthcare and taxes.
- Consider long-term care choices.
- Update their estate plan.
Those who are divorced or widowed – especially women – must:
- Work with someone that can help them navigate the emotional roadblocks in decision making.
- Understand and manage their new financial situation.
- Evaluate whether they have enough money.
- Update all documents such as wills, durable powers of attorney, healthcare directives, and trusts.
If you are:
- Passionate about your financial independence
- Serious about taking action
- A believer in long-term relationships