Ongoing Account Management and Monitoring

Just because you reached retirement doesn’t mean that your investment concerns are over. Actually, its quite the opposite. Managing your account appropriately in retirement is essential for you to have a successful retirement. You have now entered a new phase of your investment career where you are consistently withdrawing money from your accounts instead of contributing to them. To ensure that your accounts can generate enough income for you to live off of requires that you have an appropriate asset allocation and a good mixture of income producing investment. Our advisors work to make sure that you have the income you need and that you receive it in the most tax efficient way possible.