Designing investment portfolios that provide for tax efficient retirement savings and retirement income is a core competency of our firm. As an independent financial services firm we are able to offer a wide variety of retirement account options and investment options for our clients.
Investing a portfolio to generate sustainable retirement income is a complex process that we can help you understand so that your retirement years are as worry free as possible. Deborah Sims
Investing for Retirement
For persons actively planning for their retirement our firm is able to offer a variety of tax deferred retirement account options. Further, we can assist you with the selection and implementation of the investments within your retirement accounts.
Retirement Income Investing
During retirement, many aspects change in an individual's life. One of the most significant changes is designing an investment portfolio that is focused on retirement income and wealth preservation. Our firm has extensive experience in the design and implementation of retirement investments strategies with the potential to provide inflation adjusted income for life.
When designing an retirement income portfolio we focus on:
-
How much income is needed from the portfolio?
-
What is the investor's risk tolerance?
-
What is the investor's life expectancy?
-
How much of an estate do the investors want to leave to their heirs?
These variables allow us to design a retirement income portfolio that is aimed at providing inflation-adjusted income for life, while focusing on each client's risk tolerance and estate planning goals.
Learn More...
Deborah Sims has over 20 years of experience in the financial services industry. She has served in various capacities of her corporate life as Vice President of a Wall Street firm and was instrumental in opening and operating financial service offices.
