Retirement Distribution Planning

When I put on my retirement planning hat, I really look at things from a different perspective than maybe I would as an investment advisor. Up until it's closer to retirement time, most people are more concerned about the growth of their investments. This is the accumulation phase.

Often, it's the transition from the accumulation phase to the distribution phase that happens in retirement that people run into issues. It's a completely different game plan and I feel it's my job to help people with the transition. I see myself as the person that helps guide people down the mountain, figuratively speaking.

If you have questions about your own transition and distribution plan, please feel free to call and see if we can help guide you through the terrain.