At FinTrust, our professionals consult with clients to define and refine financial goals, determine strategy and asset allocations, and to develop and implement plans. Common strategic planning areas for our clients include retirement income planning, general financial planning, and wealth protection planning.
We offer in-depth retirement planning services that seek to guide you along the path to – and through – retirement while maintaining your lifestyle. This involves both financial and non-financial aspects, such as how to spend your time in retirement, where to live, when to stop working, and how much to save between now and then. The goal is to ensure that you have enough in terms of assets and income sources to maintain a sustainable standard of living over your remaining years. By using very conservative life expectancy, inflation, and investment return assumptions, we strive to provide financial peace of mind as you head into retirement feeling confident about your ability to achieve your retirement goals and not run out of money.
We offer tailored financial planning strategies for questions like “Should I pay off my home mortgage?” or “Should I convert to a Roth IRA?”. Whether your goals include funding education, paying off your house, saving for retirement, selling a business, determining your insurance needs, or paying off debt, we can help.
For client’s concerned with protecting assets, we provide personalized wealth protection strategies because we appreciate the time, effort, and sacrifices that go into accumulating wealth. We understand the important role wealth preservation strategies play in providing for and protecting retirements, spouses, families, businesses, charities, and legacies. Wealth protection planning involves far more than insurance, as it considers other factors like asset location, account types, legal titles, asset size, liquidity, valuation, volatility, control, and taxes.
At FinTrust our experts and extensive referral network of legal and tax and specialized service providers can help. Contact us today for more information.