Our Services

Retirement Planning

We will help you with retirement planning and create a unique plan that fits your needs and stage in life. Our team can assist you with tax-deferred retirement accounts by developing unique strategies in tandem with your risk tolerance in the accumulation, pre-retirement and retirement/distribution stages of your life.

Trying to figure out how much you will need to live on during your retirement years can be difficult. Your retirement income needs depend on a variety of factors, including: your current age, desired retirement age, and the type of lifestyle you would like to lead in retirement but, retirement planning doesn’t have to be stressful. We can help you envision your future, then create a flexible retirement planning “roadmap” that will guide you to that vision by incorporating the right investment strategy for current market conditions, factoring in any changes in your assets or retirement plans over time.

Helping our clients pursue financial freedom and work toward their long-term goals is at the heart of what we do.

Our strategies

Kenya

Recommending portfolio withdrawal strategies
Analyzing & National Social Social Security
Analyzing retirement medical needs
Reviewing & designing comprehensive retirement plan
Analyzing employee benefits and pension plan
Analyzing & recommending appropriate accumulation and income strategies
Assessing continuing care communities

USA

Recommending portfolio withdrawal strategies
Analyzing & Social Security
Analyzing medicare and private healthcare planning
Reviewing & designing comprehensive retirement plan
Analyzing employee benefits and pension plan
Analyzing & recommending appropriate accumulation and income strategies
Assessing continuing care communities

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Related Services

Investment Management

Together, we’ll determine the balance of risk and potential return that you’re comfortable with & work with your financial advisors to effectuate a portfolio that best suits your profile.

Risk Management

We’ll conduct a life insurance analysis as well as a review of your property/casualty insurance to help make sure your current policies are well-suited for your needs.

Tax Planning

We will help evaluate, identify and recommend charitable giving strategies, & aim to minimize capital gains taxes on your investments while attempting to achieve a proper balance of risk and return relationship.

Estate Planning

Working in tandem with your trust and estate attorney, we’ll make sure your estate plan is reflective of your assets today and consistent with your investment plan.

"The average wealthy person spends 10 times more time planning their finances than the average middle-class individual." – Thomas J. Stanley

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