Identifying New Risks is Key to Achieving a Fully Risk Managed Retirement Plan

You’ve worked your entire life managing a myriad of risks in all areas of life. In the working years, we are exposed to risks quite different from retirement risks. Before retirement, we are confronted with the risks of redundancy and downsizing, businesses failing, economies collapsing, mortgages being put under pressure or stress, and quite a few more.

Entering retirement means facing a whole new set of risks. Becoming risk managed in retirement is all about adapting to new risks in order to preserve and protect what you’ve worked so hard to build.

One major new risk in retirement, your “paycheck” will come from your portfolio rather than from a business you built or an employer.

View this brief video for more insights.

We are on a mission to design and implement proactive, tax-optimized retirement income and estate plans that help protect our clients from taxes and volatile markets, while maximizing lifelong income and establishing a legacy.

Sequence of Returns Risk

Longevity Risk

Inflation Risk

Health Risk

Tax Risk

To help retirees enjoy a Wonderfully Rich Retirement, risk planning seeks to identify and manage this myriad of new risks, which may seem obvious, and yet pre-retirees tend to not fully understand all types of retirement risk, nor their magnitude.

Most do not know how to measure these new risks, nor how to manage them comprehensively.

With three decades of experience in financial services, encompassing commercial banking, insurance, and investment industries, and a background in financial due diligence, Charles W. Rawl has a unique perspective. We keep our eyes on the market from all three of these perspectives to diversify portfolios with alternative and tactical strategies, along with your legal and tax structures.

Risk managed retirement planning allows you to focus on making retirement the best time of your life.

While our practice is keenly focused on tax minimization strategies, Charles W. Rawl & Associates, LLC does not provide tax or legal advice. We provide proactive financial planning advice and work closely with your tax and legal professionals to implement the plan.