We believe that a proactive approach to a successful retirement is not only important, but necessary. A successful retirement strategy involves having varying strategies integrated together around your personal goals. Just like building a puzzle, you need to assure that you have all the right pieces, know how they fit together and create your vision of retirement in each of the strategic planning areas. Coordinating your taxation, distribution, investment, risk management, and planning strategies alongside your personal legal and tax advisors and our network of outside professionals, will assist you in creating a Comprehensive Retirement Strategy.