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Our Clients
Preparing for Retirement
Pave your path to a secure and prosperous retirement.
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Comprehensive Retirement Planning Services
Our advisors provide general guidance and customized financial solutions to help you achieve the retirement you've always envisioned. Whether you're in the early stages of planning, or looking to refine your existing strategy, we see to it that are able to truly enjoy your golden years.
Retirement Scenario Modeling
As you approach retirement, you may want to evaluate different prospective scenarios for your future. We can model out each of these scenarios in precise detail and help you make strategic decisions based on your unique variables.
Transitioning Your Portfolio
You want your investments to align with your evolving goals and objectives. Our team of financial professionals will work to transition your portfolio from your current situation towards your new retirement outlook.
Cash Flow Planning
Upon retirement, your income and expenses are likely to shift. At Watersound, we craft detailed cash flow plans that provide clarity and confidence as you approach this significant life stage. Our goal is to optimize your cash flow to support a comfortable and sustainable retirement.
Synthetic Pension Creation
For many of our clients, we work to create a synthetic pension, or an investment portfolio that can produce a steady flow of income throughout your retirement.
Estate Plan Review
Watersound financial professionals provide comprehensive estate plan and gifting strategy reviews that prioritize not only preserving your legacy, but also the financial benefits for both you and your beneficiaries.
Tax-Efficient Distribution Strategy
When it comes time to start taking distributions from your portfolio, Watersound can help you do so strategically. By carefully planning how and when you withdraw your retirement funds, we can help minimize your tax liabilities and extend the longevity of your assets.
Complimentary Portfolio X-Ray
Get a Complimentary Second Opinion on Your Current Approach.
Schedule an introductory meeting with one of our advisors to get started on a comprehensive audit of your current investment portfolio. Our team will comb through your investments line-by-line to highlight your portfolio's strengths and weaknesses. The insights gleaned in the Portfolio X-Ray will serve as the baseline for the construction of your future investment plan.
Blog Spotlight
Stay up-to-date with the latest news, strategies, and insights directly from our advisory team.