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One Team

The Retirement Extender® Method

Increasingly, clients are asking for information on broader financial issues such as how taxes and investment portfolios fit into long term financial planning.  As a result we have developed a methodology which we call the Retirement Extender® method.  This is a method of concurrent financial planning using an integrated product team approach.  In this framework we combine planning specialists, financial specialists, and tax specialists into a single team to provide multidisciplinary long term financial advice for our clients.  These specialists work simultaneously to prepare a financial plan utilizing their investment knowledge, tax knowledge, and planning knowledge.  Our specialists use strategies which include:

  • Create a life spending plan
  • Utilize a multi-year tax plan
  • Age your portfolio over time
  • Tax optimize your distributions
  • Use strategic income management rules

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