40 Shattuck Road
One of the biggest threats to retirement wealth is withdrawing too much money from a shrinking nest egg, especially during times of market volatility. A formalized monetary distribution plan is a crucial necessity in helping ensure you don’t outlive your money. The plan needs to mitigate timing and inflation risks, and build protection against longevity risks.
We’ll coordinate with your legal and tax planning professionals so we have a complete picture of where you are today. We’ll then work with you to determine your expectations for the kind of lifestyle you expect to maintain during your retirement years. With a deep understanding of all the various risks involved, and incorporating the various components that will comprise your retirement income stream, we’ll put together a comprehensive plan tailored to your specific needs.