Individuals – Private Client
Whether you’re already enjoying your golden years or still working towards them, retirement income is a source of concern no matter which way you slice it.
You’ve accumulated wealth through your career, investments, inheritance, etc., but are you prepared for those assets to continue providing for you for the rest of your life? Most people don’t consider the potential costs of long term care should they require it in the future. Some may have family or other charitable causes that they would like to benefit from their legacy, but have no documents in order that say so. Others don’t know how to properly arrange their accounts to stretch their wealth through generations.
Customized Retirement Plans
There’s a lot to think about when it comes to finances and your future. At Profectus Financial, we understand clients’ concerns about outliving their retirement funds and ensuring their loved ones are taken care of once they’re gone. We have developed valuable solutions and strategies that will strengthen the foundation of your wealth, ensuring every concern you have for the future is acknowledged and prepared for. Our list of products include plans that help you save for long term care, options that help ensure you don’t outlive your funds, trusts that explicitly outline how to divide your wealth between your beneficiaries, and so much more.
Regardless of the uncertainties of the future, our customized and thorough retirement plan will help you prepare for any potential concerns in your retirement so you can worry less and spend more time doing the things you love.