The Ongoing Work That Supports Your Financial Success
Some of our work as your financial advisor is front and center – the meetings, the quarterly reviews, and collaborating on your investment plan. Yet there are behind-the-scenes actions we undertake to fully support you in reaching your financial goals.
Optimizing Your Investments for the Long Term
Asset allocation and location set the critical foundation for growth. We locate tax-efficient assets in your taxable accounts while placing heavy growth investments in retirement accounts. Regular rebalancing keeps your asset mix aligned with your established targets as markets ebb and flow. We also rebalance with taxes in mind – coordinating with retirement account contributions and withdrawals to minimize your tax bill.
Maintaining Flexibility For Your Evolving Needs
Your transition into retirement requires tax-efficient planning to maximize withdrawals every year. As tax laws change, we remain flexible and proactive. Adjusting your income sources and withdrawals allows us to maintain the highest after-tax income to support your lifestyle
Our behind-the-scenes work creates substantial additional value for you since it allows you to have confidence that your finances are optimized for growth, flexibility, and efficiency over the long run. We’re always working to support your evolving financial needs.