Wealth Distribution Planning

The golden years have arrived. We work with clients who have been planning for this moment for decades, others not so much, and others who have been living in retirement for years already. While the timelines may differ, the goal is similar – to have your balance sheet and outside sources drive increasing, uninterrupted, lifetime income. HWS will work with you to educate you on your various options including social security, corporate retirement and pension plans, and your personal assets. Ultimately our goal is you feeling confident, secure and empowered to live retirement to its fullest.

• Employer sponsored plans and 401K participation
• Social Security Strategies & Optimization
• Tax Centric Income Distribution Planning
• Medicare and HSA organization

Many of our clients have philanthropic causes and family legacy goals at top of their financial wish list. Often times, they feel like they can be on a see-saw relationship between those goals and the enjoyment of their lifestyle. HUB Wealth Strategies will work with you your family to design a plan where both lifestyle and legacy can be maximized to its full potential using long established and proven strategies and techniques to foster your desired outcomes.

• Goal Setting
• Legacy Planning
• Estate Planning
• Which philanthropic strategy is optimal for you?