Senior Planning & Succession

As our clients move into their “golden years,” most people agree that the most important thing that they can do with their accumulation of assets is to PROTECT those assets and not lose money in things that perhaps you may have gambled with earlier in life. At RFS, the goal with our clients who are currently in retirement, or approaching retirement, is to safeguard your assets while maximizing your returns.

Have you ever been told that you should have a will? What if I told you that in most cases, a will is the absolute WORST legal document that you ever sign? Are you nearing retirement? What are you going to do about getting your money out of your 401k and into your own account? Are you concerned with protecting your nest egg or would you rather roll the dice? Are there methods that you may not have been taught that can save you thousands or maybe tens of thousands in taxes when you retire? How can you leave your assets to your family WITHOUT probate, attorneys and other cash vampires stealing everything you have worked for your entire life in the legal process of succession? We specialize in protecting what you have built your entire life, setting up income streams for your golden years and giving you the freedom to enjoy what you have earned.