PROBLEMS WE SOLVE
Retire With Tucker
“AS A BOUTIQUE RETIREMENT PLANNING FIRM, TUCKER FINANCIAL OFFERS THE EXACT SAME SERVICES
AS THE CORPORATE GIANTS, BUT WE PREFER TO BUILD RELATIONSHIPS ONE AT A TIME.”
We invite you to meet with us under no obligation to you and ask us the questions you have about your finances and how you can use them to achieve a path to retirement — or, how to improve your current retirement.
SECURE MY RETIREMENT INCOME
In retirement planning, a priority must be placed on secure income. Once you hang up the J-O-B, you’ll need I-N-C-O-M-E. We know from experience that the happiest retirees are the ones with reliable and systematic monthly income. We help by identifying which investments should be income producing assets and in what products or strategies to place these assets. The successful result of this planning yields monthly income that is sufficient to meet your needs even when the market is not performing well. We know that in the future, you’ll need income even when stocks are under water.
GROW MY PORTFOLIO
Once you’ve built a secure retirement income floor, we build on that with your growth portfolio. Remember, however; that you still need to place emphasis on preservation. This may depend on your personality, or on the amount of reliable income you have coming in each month. One thing is true, you’re not going to start your career over and re-earn all of this money. So, let’s invest with downside protection. Our Stop Loss Portfolios feature a trailing stop loss that follows your investments up, helping you hold onto the gains you’ve made during a bull market. Fewer losses means fewer years of your retirement trying to recover. This can add to your peace of mind and also have tangible benefits – like more money to upgrade your car or take the European river cruise.
increase my tax efficiency
Are you wondering if ROTH conversions are right for you? Have you thought about selling an investment property, but capital gain taxes are keeping you from it? Maybe you have an ongoing or future RMD that’s creating tax bills that you would like to get rid of? All of these topics and many more are addressed in our comprehensive retirement income tax analysis. In fact, we don’t look at taxes as a seperate topic, we analyze every source of your retirement income simultaneously to determine the most tax-efficient startegy and show you exactly what you’ll be paying in retirement. You have to pay your taxes, but nobody said you have to leave a tip!
PLAN FOR LONGTERM CARE (LTC) EXPENSES
UNDERSTAND MY FEES
Every week we visit with prospective clients that are not sure what they’re paying for their investments. Admittedly, wealth managers are reluctant to disclose these numbers or perhaps you’ve been hesitant to ask. Our analysis of your portfolio will peel that onion for you so that we can speak knowledgeably about the fees you are paying within your 401k, IRA, Variable Annuity or Brokerage Account. If you’re paying fees, let’s make sure it’s for the right reasons, and that you’re getting what you’re paying for. In most cases, we can lower the fees that you’re currently paying, which means more money for you to spend, grow and give.
ASSESS THE RISK IN MY PORTFOLIO
Investment advisory services provided through Tucker Asset Management LLC, a registered investment adviser. Guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Products and features are subject to state availability.
