Are you planning for a wonderfully rich retirement, or only to make your money last?
Turn the corner now from wealth accumulation to retirement income planning.
Your retirement plan can aim to do much more than only “make your money last.” We call it Wonderfully Rich Retirement® financial planning.
We believe that you can enjoy a rich, satisfying lifestyle in retirement on your terms, by planning your legacy. Starting now.
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.
Charlie Rawl has three decades of experience in financial services, encompassing the commercial banking, insurance and investment industries. This diverse experience gives him a unique perspective in creating state-of-the-art wealth management and retirement income solutions.
Let’s talk about your retirement.
What does it take to experience a rich, rewarding retirement?
Our goal is to help you achieve what you deserve: a retirement lifestyle wonderfully rich in every way.
To get there, we differentiate our retirement income financial planning from other wealth management firms by focusing on three critical outcomes:
Three critical outcomes for retirement income and legacy planning:
- 1
Becoming Tax Savvy enables you to reduce tax rates now, while minimizing lifelong taxes. A tax-optimized retirement income stream can include income from three tax buckets: the pre-tax bucket, after-tax bucket, and tax-free bucket.
- 2
Being Income Maximized goes beyond the simplistic “four percent rule” or “safe withdrawal rates” to pinpoint multiple income-maximizing strategies. Being income maximized ensures that you have legacy income that outlasts your days.
- 3
Being Risk Managed in retirement includes an investment and income plan integrated with the estate plan to encompass new risks. In retirement, we face an entirely new set of risks that differ from the risks faced in our working years.
Let us help you take the next step in your journey today.
Let’s start a conversation.
Reply here to schedule a free introductory visit with Charlie Rawl.
Learn more about putting Wonderfully Rich Retirement® financial planning to work for you!
How can we contact you?