Retirement

ENJOYING ALL THAT YOU’VE EARNED.

Congratulations on a job well done. Retirement is a goal and a reward; now it’s your time. As with every Truvium client, our focus is on you achieving your financial and life goals. Retirement isn’t the end but a well-deserved and hard earned new beginning.

 

You really can have it all.  A remarkable rate of return and with reduced risk.  Cash flow that’s optimized while costs, fees and tax liability are controlled. It’s what we do like no one else.  If you’re ready for a better night’s sleep during your golden years, we should talk, or start by reading some key strategies and concepts commonly overlooked by traditional financial planners below.

 

Even if you feel you’ve done a less than perfect job in planning for retirement in earlier years, its never too late to make positive changes that can substantially impact your financial flexibility today!

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DO I HAVE ENOUGH MONEY SAVED?

This is ultimately the most important question on retirees’ minds. Maybe you’ve saved plenty, but you don’t know how to make it come to life. It’s time to identify the right investments and strategies to best maximize income and cash flow in your retirement, net worth isn’t important if you cannot enjoy it.

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TAX & DISTRIBUTION PLANNING

The idea is to ensure you have the best of both worlds.  It’s possible and you can make it happen with strategies that enable you to spend all of your money but never run out of money. You can fully enjoy your Golden Years, and in many cases actually reduce your tax liability. Many retirees commonly overlook this – act now and don’t become one of them.

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PRESERVATION & PROTECTION

There are a host of factors that erode wealth. Many can’t be controlled but others can and it’s essential to understand the difference and proactively address what you can control, because these don’t stop during retirement, but continue working against your goal. Your Truvium MacroManager can show you how to fully protect and preserve your financial legacy. But you can start here by learning these non-traditional concepts that are at the heart of Empowered By GENIUS™.

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THE FINANCIAL LEGACY YOU LEAVE BEHIND

After ensuring your needs are met, you’ll naturally want to ensure what you’d like to leave for your children, charities and causes important to you.  It’s important to communicate your intentions with your children, divide your estate fairly, and leave them with as much as possible.  Your prudent planning will inspire responsible financial behavior in them.

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SMARTER INVESTMENT MANAGEMENT

Without a comprehensive view that understands everything that constitutes your total financial picture, it’s impossible to see all of the threats – or the available opportunities. There are smart, effective strategies that enable you to enjoy a higher rate of return than you ever imagined, and with less risk.  Your Truvium MacroManager can show you how.

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