Retirement Distribution Planning

Affluent individuals are living in an ever increasingly complex financial world. They are making important, yet very isolated decisions, regarding the preservation, protection and enjoyment of the wealth they worked so hard to create. The conditions affecting these isolated decisions can shift abruptly and have a dramatic impact on many or all of the other areas of their finances. The strategies surrounding how assets are deployed for lifestyle can have a dramatic impact on portfolio longevity, not just for the client but for potential generations to come.