For those in retirement, financial decisions in this stage of life require very careful planning since the needs of retirees are distinctly different than in the wealth-building years. In this phase, the primary focus is preserving your wealth and ensuring that your income needs are fully met.
Having a precise understanding of your current financial position and income needs is critical in this stage. Bayntree Wealth Advisors will prepare a comprehensive income and assets report to set the groundwork for selecting the best financial strategies for you. From there, we will propose the most appropriate solutions for investments, income planning, estate planning and more based on your individual needs.
