Maximizing your retirement is a multi-step process that should look different for everyone.
Many people work for 30 years or 40 years for an employer and get used to having a weekly, biweekly, or monthly paycheck. Retirement can be a scary time when that paycheck stops. We help our clients take the portfolios they’ve built, the assets they’ve accumulated and the assets they’ve saved, and turn that into an income stream.
In order to maximize retirement income, you need investment management. Yes, the money. There’s no way around it. You need the long-term returns to achieve your goals way out in the future. But the second thing you need along the way is tax planning. We’ll work with you to figure out the optimal way to distribute from the assets that you’ve accumulated.
Many people think they can just put a plan in place for one year, but what happens when social security income comes in? What happens when the pension starts? If you have a different asset mix than somebody else, your payout structure should look different. When should you realize the income? When should you have the income fall on the tax return? When should you be utilizing tax-free income? Those are all questions we look forward to answering when we create a distribution plan for our clients.
We have great resources for all members of the plan, not just those that hired us. Watch to learn more.
Measuring success isn’t always about the final balance sheet. Watch to learn more.
Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.
Our holistic approach covers more than simple retirement planning. Watch to learn more.
It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.
No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.
Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners. Watch to learn more.
The first step of every good list is making sure you have the materials and know-how to complete it. Watch to learn more.
What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.
It’s all about the money, until it’s not. Watch to learn more.
We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise. Watch to learn more.
We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.
Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.
When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.
There’s a short answer and a long answer, but it really all depends on communication. Watch to learn more.
Use our knowledge of the tax system to benefit you today, and in the future. Watch to learn more.