Wondering What Your Retirement from the Auto Manufacturing Industry Will Look Like?

A married couple had been managing their investments on their own during their working years but felt unsure about how to manage their investments in retirement.  Based on their retirement plan, we crafted a portfolio that will provide income to support their lifestyle while keeping up with inflation.  

A client wanted to educate their young adult children on the importance of planning for their financial future.  We conducted a family meeting where we discussed debt, saving, and investing.  We help manage accounts for all family members including retirement, brokerage, trust, and 529 accounts.

A team member was approaching their 25th anniversary with the company which qualified them for full retirement benefits.  Through our retirement planning process, we were able to show them it was possible.  They received a detailed plan for their retirement income, Social Security, taxes and investments.

A client had a deferred compensation with multiple payout options and was concerned about being in a higher tax bracket based on their election.  We were able to model three scenarios and evaluate the potential tax implications of each.

We determined a client needed to establish trusts to protect their assets and offer privacy.  We hosted the client and their attorney in our conference room to walk through the client’s wishes. 

A client has most of their wealth in a pre-tax 401(k) account.  Through our financial planning process, we were able to create an income strategy using annual Roth conversions that provided the current income they needed while reducing their overall tax bill.