After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. It may be tempting to try to time the market to mitigate the risk of any sudden drops or ongoing turbulence. However, market timing is almost unequivocally a bad idea, especially when you no longer have the ability to financially recover from major mistakes.
We strive to help Orlando Executives and Professionals make work optional. We use a comprehensive process to help our clients address each of their five key concerns:
Making Informed Decisions About Their Money, Mitigating Taxes, Taking Care of Heirs, Asset Preservation Strategies, Magnifying Charitable Gifts
We help our clients seek to maximize the probability of achieving everything that is most important to them.