Perhaps the most underserved area of the financial industry, this realm of planning is set to explode as America’s baby boomers enter retirement with billions of dollars of hard earned assets ready to be tapped for their post-working years.  In this phase of wealth, rate of return takes a much deserved backseat to proper structure of assets when it comes to optimal distribution.

As guaranteed pensions go the way of the dinosaur, proper planning for this phase of life is needed to ensure that our clients can enjoy a fulfilling retirement.