Be certain about what you are passing on to your children.
The Right Prescription
Develop a transition strategy to keep living the life you want.
Your Desired Outcome
Reap the benefits of your lifetime of hard work.
What we can do for you - Retirement is Just the Beginning
Financial decisions don’t end when you retire—they evolve. It is crucial, in your late practice and beyond, to be certain about what the outcomes of your decisions will be. What is your exit strategy? How can you go from being a high income earner to a high net worth individual? Will the structures you have in place ensure that you can maintain the lifestyle you want? And are you sure about what will happen to your wealth when you die?