In order to successfully help you prepare for the lifestyle you plan to maintain in retirement, we’ll conduct an expert review of your assets, identifying both the challenges and opportunities you may face in meeting your goals. We have relationships with CPAs, estate and tax attorneys, and banks throughout Southwest Florida and can make introductions to them or work with your own CPA or attorney to create a comprehensive plan for your future. Capital Resource Group can assist with:
- Identifying all of your assets and liabilities to establish your baseline earnings need
- Increasing your income through the creation of streams of income that you cannot outlive
- Creating alternative fixed income strategies and growing your capital
- Funding down payments and fees for Type A CCRC retirement communities
- Leaving a legacy to family members, loved ones, or your charity of choice
By focusing on your specific objectives and working together to create a plan that covers all of your capital and income needs, we can help you enjoy the retirement you deserve.