Planning Life's Transitions
Are your plans sustainable?
Retirement income, college, healthcare, aging, loss, next generation... Do you have detailed plans for your goals? Are they focused on sustainability, tax efficiency, flexibility and adverse market and economic conditions?
At Fraser Wealth we develop and annually review detailed plans for our clients whom are within 10 years of any major life transition or in retirement. Most often these plans are centered around or include a Retirement Income Plan. We make sure our clients know exactly how to use all of their resources to address their needs, and we keep it up to date. Items we are regularly considering and screening the plan for (not limited to):
- Cash flow sustainability
- Social Security maximization
- Tax efficiency
- Healthcare costs
- Pension survivor options
- Discretionary flexibility
- Inflation risk
- Loss of spouse
- Wealth Transfer
- Roth Conversion
- Beneficiaries
- Market risk adjustments
- Portfolio allocations
