Retirement Planning Strategies

β€œIt’s all about cash flow when it comes to retirement planning. A consistent orderly distribution of your wealth back to you based on your needs is the foundation before anything else.” - Rich Dragotta

We understand the financial complexities of retirement planning and are committed to helping you make informed decisions that position you and your family to pursue your financial goals. Through decades of Wall Street experience, our team has developed comprehensive solutions tailored to our client’s individual circumstances – no matter what stage of life they are in.

We understand that financial freedom should extend beyond your lifetime through legacy planning, so that those you love can continue to be provided for even after you’re gone.

Our cash flow planning process considers the tax implications and necessary investments required to work toward a consistent income throughout your retirement years. Any investment plan is not just about selecting assets but also working out when best to access money from those investments – and that’s where our expertise comes in handy.

Every step of the way, our team will work with you so that you have complete clarity on where you stand financially now and what it’ll look like long into the future.

Retirement planning can be complicated, but we have your back. Common concerns we help our clients with include the following:

  • Income lasting throughout the end of your life
  • Risk management before and after retirement
  • Tax-friendly distribution strategies

Experience Integrated Wealth Management

Looking to take your legacy to the next level? Let us create a unique, sophisticated wealth management plan for you that includes tax planning, investment management, and risk management strategies.