Services to Help You Confidently
Navigate Retirement
Now that you’re not working, make your money work for your family no matter what life throws at you
Retirement is here
Retirement can be great but you have a lot of new obstacles to face
and questions to answer, such as:
How do I invest my life savings now that I need to replace my paycheck?
How do I handle the highly complex tax code facing retirees?
How will our finances be managed if I or my spouse is unable to be involved ?
Make your life savings fuel a great life
Living off your savings is very different than building a nest egg. With so many variables like inflation, market fluctuations, a complex and ever changing tax code, and your health affecting your life, managing your finances as a retiree can be a challenge.
Our financial planning and tax services are designed to keep you on the right track so this phase of your life is a reward for a lifetime of hard work. With expert analysis, thoughtful recommendations, and ongoing support from our entire team, we focus on meeting your family’s goals and helping you navigate life’s challenges.
Acting as your family’s Chief Financial Officer, we bring together financial planning, investment management, and comprehensive tax advice—not just basic tax planning—to help you build and maintain a strong financial foundation.
Comprehensive Services Based on Your
Stage of Life & Unique Needs
Get on Track
Build a Plan
Stay on Course
To get started, we’ll focus on what’s happening with your finances right now, including:
- How your investments fit your plans now that you drawing from, not adding to, your savings
- What types of accounts hold your assets and whether those are best for your retirement needs
- Whether you plan to stay in your current home
- What plans and who you have in place to help you as you age
Once we have a clear picture of your finances, we’ll shift our focus to details like:
- Creating a plan to manage risks like market crashes or an income that doesn’t keep up with inflation
- Strategies to navigate the highly complex tax code facing retirees
- Determining how much to take from which accounts and when
- Considering what to do if you need a caregiver or need to become a caregiver for someone else
With a plan in place, we’ll monitor your finances to keep you secure throughout retirement by:
- Making detailed tax projections and giving real tax advice, not merely tax planning
- Managing your investments as you age and your needs change
- Adjusting cash flow for inflation over time or as circumstances change
- Staying flexible to address any changes to your health
How We Do It
A strategic, personalized 4-step plan to provide you the financial
clarity and stability you need now and throughout retirement
We start by getting to know, your priorities, and what you envision for the future.
We take a close look to see where there’s room for improvement, and will create a plan just for you.
We’ll walk you through your plan and our approach in plain language, answering any questions along the way.
We’ll keep an eye on your progress, adjust as needed, and keep you updated as we make changes.
The Tax Numbers You MUST Know
The tax code is complex. To manage your taxes, there are key numbers you MUST know! Regardless of your stage of life, our free guide highlights the most elemental of these numbers. Get it today.
(If you are a current MFT client and want access to this document please contact your client service manager.)
