Retirement Accumulation & Distribution Planning

Proper retirement planning provides you with the security of knowing that you can enjoy your retirement lifestyle and never run out of funds. Distribution portfolios must be designed and managed differently than accumulation portfolios. Factors such as sequence of return, inflation, spending levels, and longevity need to be addressed in distribution portfolios, but not in accumulation portfolios.

Once you reach retirement, we will provide ongoing counsel regarding the proper structure of your distribution portfolio and guidance on how to best receive your distribution.