Our specialty is assisting people who are either retired or about to retire with their financial decisions. We review their overall financial situation and concentrate primarily on "wealth management." So this analysis includes not only investments and retirement income, but also the importance of estate planning, income tax efficiency, and retirement distribution strategies.
We've helped hundreds of people retire over the last 30 years and, unfortunately, we have also met with hundreds of individuals who have made serious mistakes with their retirement distributions. In fact, many mistakes have come across my desk over the years. Most of these individuals were obviously shocked when they realized the mistakes that either they or their advisors had made. Unfortunately, it was usually too late to correct most mistakes.
The major reason for most of these mistakes was simply lack of education. I always tell my clients, "People don't make mistakes on purpose, they just didn't know any better!" My goal is to bring things up they probably are unaware of and educate people so that they know what to do before they make financial decisions. It's obviously cheaper to avoid a problem then it is to solve one.
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