Turning retirement savings into a coordinated plan forward
A couple with about $4 million in investable assets needed advanced planning as they approached retirement. They wanted proactive tax advice and were interested in diversifying their investment portfolio.
These clients benefited from our Roundtable approach, which addresses six core areas: tax strategy, investment management, estate planning, retirement income planning, risk management, and financial planning.
- Tax management: Developed a tax-smart withdrawal plan and used our proprietary Dynamic Cash Flow Illustration to project future tax scenarios.
- Diversification: Added diversification the clients’ portfolio by providing access to private equity investments.
- Development of a retirement income plan: Guided decisions on pension distributions.
- Large purchase guidance: Assisted with cash flow planning for building a new home.
At-a-glance
Clients lacked strategic tax planning, diversification, and a retirement income plan
Our team addressed the clients’ key concerns with a proactive, integrated plan, providing them with greater clarity about their future.
Our team crafted a comprehensive plan designed to optimize tax efficiency, diversify investments, and address future financial needs. The team-based approach provided a framework for aligning all aspects of their financial life.
This case study is based upon real clients. This content is for illustrative purposes only, may not be representative of any future experience of our clients, and is not intended to provide specific recommendations to any individual.
Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. Investing involves risk, including possible loss of principal.
2026-11395 03/2026