Testimonials
"I work with James and the team because they are great people and easy to work with. They have a dynamic network of professionals that has benefited me. James and his team help me put money away, so I'm prepared for down markets and don't have to scramble and liquidate funds at an inopportune time. I appreciate that they explain why they are making recommendations and bring different perspectives from my own but ultimately support my decisions. The team is deliberate and always seems to be one step ahead of me with the forecast for the future."
MARK MCCLAIN
"We jelled with James right away. He has been able to help us reallocate tax-deferred and tax-free accounts to provide more flexibility in retirement, which will be immensely beneficial. Having multiple streams of income that we can access gives us a sense of security and reassurance. James and his team are well prepared and provide clear and specific direction while avoiding being stuffy. Ultimately, we trust James to do his job and what he thinks is best for us."
STEVE HARRIS/SHAUNA BETHEL
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
To and Through Retirement
Everyone is asking you when you want to retire like that’s the end, but we believe it’s not enough to just get to retirement you must get through it successfully as well.
Retirement isn’t what it looked like 30 years ago when you would simply stop working. This means the way you plan and the way you think about the future must look different.
Your financial plan needs to be dynamic and regularly reviewed to get you through decades of retirement and all that comes with it, whether that is becoming empty nesters, snowbirds, traveling the world, facing medical challenges, or caring for your elderly relatives.
If you are within 5 years of retirement or 55 years or older, our approach will help you to spend your life living to and through retirement and preserve your legacy.
Ways we Assist Pre-Retirees
- Accumulation and distribution strategies focused on lifestyle and legacy goals.
- Developing and committing to a financial plan to not outlive your money.
- Income optimization through a unique strategy designed to preserve and manage your wealth, protect against risk, and provide you with predictable steady income for life.
- Tax efficiency