One Team The Retirement Extender® MethodIncreasingly, 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 planUtilize a multi-year tax planAge your portfolio over timeTax optimize your distributionsUse strategic income management rules Have a Question Name Email Phone Question Thank you! Oops!