Retiring with Confidence in Your Financial Staying Power

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Engage with GPM to develop a clear understand of your goals and objectives.  We can help determine what steps should be taken to ensure that your wealth confidently supports your lifestyle and sustains financial independence.

We will prepare your retirement planning feasibility study with conservative long-term projections of wealth, sources of cash flow, and expenses. We will consider critical variables including probable future additions to and planned withdrawals from your investment accounts and paying off high cost debt and/or mortgages.

We will determine the optimal order in which to withdraw capital from your various taxable and tax-deferred retirement accounts well into the future. Our goal is to make the best use of your resources at retirement and minimize the impact of income tax.

 

Griffin Portfolio Management Corp. will update your projections periodically.

We will review your employer sponsored retirement/accumulation plans and provide clear positioning guidance.

GPM will devise and lead the implementation of a clearly defined and cohesive overall approach to investing.