Wealth Distribution

Retirement Income Planning – Only through proper planning can you build an appropriate strategy to fund your retirement years and avoid having to make tough decisions down the road. Now is the time to determine a strategy that can generate the money and resources you’ll need to make your vision of a good retirement a reality. We’ll help you get ready for retirement.

Trust and Estate Planning – With the right strategy, you can control your assets according to your wishes, as well as minimize taxes, reduce administrative costs, and ensure the effective management of your affairs should you become incapacitated. You may also be interested in developing charitable or family gifting strategies to pass along your wealth. Based on your individual situation, we can recommend techniques for approaching these challenges should you pass away or become incapacitated.

For more information, contact:

Katie Nicoll
Executive Assistant to Ross G. Winfield, LUTCF
(757) 340-9777 ext. 319