Wealth Management for Retirees & Career Savers
You've saved several million dollars. You still don't know if you're going to be okay.
A large nest egg and a cookie-cutter portfolio can't tell you what you can spend each year for the next thirty years, or whether the trip, the place at the coast, or the help you want to give your kids is affordable or reckless. It's just a number.
Sound familiar?
You've built a portfolio in the millions and still can't get a straight answer to whether it's enough.
You've quietly put off the trip, the second home, or helping your children, because no one has confirmed you can afford it.
You'd rather remaining assets go to your children and grandchildren rather than to the IRS, and nobody has shown you the best way to structure your accounts to achieve this.
Your portfolio has become a collection of investment products over the years, rather than a cohesive strategy.
Charleston, SC
129 Broad Street
Charleston, SC 29401
Birmingham, AL
2 Metroplex Drive, Suite 102
Birmingham, AL 35209