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Private Client Services  »  Retirement Consulting

Retirement Consulting

Worry is not an option.

As retirement draws near, many business owners and executives are faced with important decisions they may not be prepared to make. These may include the following:

  • What payout options should I select — Lump Sum, Life Only, Joint & Survivor…?
  • Should I consolidate my plans into a single IRA?
  • Who will track the minimum distribution rules if I have multiple plans?
  • How should I invest plan assets during my retirement years?
  • Which plan assets should I spend and in what order?

The experts at SilverStone Group can help you answer these and any other questions you may have regarding retirement. We can help you make informed decisions today by designing cash flow models that project your income and expenses, side-by-side.

SilverStone Group will then regularly review your plan to help assure that you stay on track during your retirement years. We do this because we believe retirement should be about enjoying your freedom — and that includes freedom from worry.

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Our Retirement Consulting Team:

Lizanne Stene

Vice President

Lizanne really loves her job. She enjoys the challenge of analyzing a client’s financial and estate plans and implementing plans of action that can empower that client to achieve…

Meet Our Retirement Consulting Team...