8040 Ortonville Road
Believe it or not, everyone has a “circle of wealth” to draw on in retirement. So, a retirement income plan isn’t just for the wealthy. In fact, your circle of wealth may be larger than you think. There is one thing all of us have in common as it relates to our circle of wealth— we want it to grow larger, or at least we want to keep it from getting any smaller.
It is very easy to focus all our time and energy on making our wealth grow, but this puts us in a tricky position. We could be transferring our wealth away without even knowing it. If you knew what these wealth transfers were, you would have already addressed the problems they create. We can help you eliminate areas of wealth transfer and position your circle of wealth for growth. This is one of our areas of focus. As we look at these areas, we can help recapture or increase your accumulated assets and your current lifestyle.
Retirement distribution also means we look at what accounts and assets you have, and we prepare a plan to use those funds at the most advantageous times in your retirement. This helps ensure that you don’t outlive your retirement savings by using some of your retirement funds while other parts of your retirement savings continue to participate in the markets.