Our clients appreciate security and predictability of income in retirement. Wealthy families want to ensure that their comfortable lifestyle can continue beyond their years of working full-time. We are committed to developing a strategy that is personalized to your vision of retirement. At Pacific Capital, we consider all the potential outcomes when planning for a secure retirement lifestyle. Clients are able to review their net worth and future income projections while considering current and deferred income, expenses, investment strategy, liabilities, taxes, and insurance protection.
Health care and taxes are often the largest financial burdens facing wealthy retirees. Our Pacific Capital team will coordinate to make sure we’ve prepared for these issues ahead of time. We have access to a diverse selection of insurance solutions for these issues. It’s important to periodically review your progress towards your retirement goals and legacy planning. Our consistent client appointments provide opportunities to make changes that reflect the changing circumstances in your life. At Pacific Capital, we’ve received extensive training specific to retirement income planning and have successfully taken many clients into this new stage of life.