Transitioning from Savings to Distribution
While the journey to your end goal may seem complex, Wooster helps you simplify the transition. We start with consolidation. You've spent years accumulating various assets, and the first consolidation step is crucial for understanding the strategic significance of what you've accumulated. Then we'll dive into your unique circumstances so we can help you pursue your goals in retirement. We don't stop there, we'll carefully balance your distributions to meet your RMDs while keeping your lifestyle goals in mind. Our goal is to make sure you can enjoy the retirement you deserve with confidence.
The Core/Satellite Strategy is the Best of Both Worlds
Our core strategy takes all the benefits of auto-pilot wealth management strategies and augments them to benefit your unique goals and circumstances. The consolidation of your assets into a "core" helps us deliver strategic, long-term plan that helps manage risk, and it keeps 80% of your assets in the a cost-effective management system. The remaining 20%, or the "satellites" help us drive at your unique goals and amibitions for a life well-lived in retirement.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.