Four Cornerstones
Income
We help clarify the most efficient way to create income for retirement based on your goals, current portfolio, and risk tolerance. No two people are alike, nor will their sources of income be in retirement.
Asset Growth/Preservation Strategies
We want to grow yet preserve your assets as you are approaching or are in distribution years. There needs to be a different mindset when you are in distribution years.
Tax Planning
We design strategies to create sustainable, predictable income streams that support our
clients lifestyles today and in the future.
Wealth Transfer
No matter where you are in your retirement planning process, it’s important to consider how any assets will be passed along to your beneficiaries. Whether it’s aiming to provide the highest potential rate of return, minimizing risk, or lowering your taxation rates, we are here to help ensure your financial goals benefit the people and causes you care about.
Six Stressors that Negatively Impact the Four Cornerstones
- Cost of Care
- Inflation
- Fees
- Income distribution
- Market risk
- Longevity
Problems and Concerns We Address
- How much money can I spend in retirement?
- Will I outlive my assets?
- How can I be more tax efficient?
- How can I use leverage to my advantage?
There is no one-size-fits-all answer to retirement planning, but our Cornerstones encompass the important areas of a comprehensive, sustainable retirement plan that will give you a solid foundation, allowing you to fine tune your plan with added confidence.
Interested in learning more?
Click on the button below to schedule a free consultation with the Horizon Wealth team.
