IN THE LAST DECADE

OF YOUR CAREER

EVERY MOVE MATTERS

Retirement Income Strategies

As our clients enter the last decade of their professional careers, our team begins to implement new strategies that are focused on providing an adequate amount of income through a multi-decade retirement. These distribution focused strategies have a unique objective, and therefore require a different strategy than investors use during the accumulation phase of their lives.

Organization
Analysis
Strategy
Action

Employer Sponsored Retirement Plans

We have a dedicated team of professionals that specialize in the development and implementation of Employer Sponsored Defined Contribution plans for companies with fewer than 100 employees. Our objective is to reduce the administrative and fiduciary responsibility that frequently falls on the shoulders of business owners and their key employees. A well designed 401(k) plan should be a benefit, not a burden.

© 2020 — NorthStar Asset Management, LLC.