Legacy Financial Planning

Regardless of age or income level, the number one concern we hear from individuals nearing or in retirement is: “How can I make sure my money will last as long as I do?” That’s because managing a lifetime of financial assets in retirement is complex and often confusing, even for the most adept savers and investors. No matter how effective your efforts have been in accumulating assets and budgeting monthly expenses – preparing to live on assets you have accumulated for a period of 20 years or more in retirement is daunting.