PLANNING TO HELP YOU MEET THE CHALLENGE…
IN RETIREMENT, YOU HAVE TWO FINANCIAL CHALLENGES:
- You must make your savings last a lifetime.
- You must arrange your savings and finances so that your heirs receive what is left, instead of the government.
We can help you plan to meet those challenges. We can show you how to help protect your savings, how to create a financial plan designed to provide income for a lifetime, and ways to create tax-efficient strategies for your individual retirement needs.
In retirement, there is an approach to financial planning and investing that does much to encourage long-term financial security – an approach that many of Tony and Phillip’s clients are glad to follow.
A focus on tax-efficient investing
Your after-tax return matters most. We understand that reality, and favor investments that allow our clients to keep more, while the government keeps less.
There comes a point in life where you need to invest in a risk-averse way. For many people, that point is retirement. The good news is, you can arrange your portfolio so you can benefit from stock market gains, while shielding yourself from stock market losses. Ask Phillip, Tony and the CSRP Team how – they will tell you.