Richman Capital Management utilizes retirement tools to make sure that your retirement projection makes sense. We may utilize some or all of the following tools:

 

Create a robust retirement plan using advanced Monte Carlo simulations

Save on taxes with tax-efficient drawdown strategy and Roth conversion

Optimize social security through proper analysis

Work with annuities with guarantees for lifetime income

Provide you with an easy to use budgeting tool and debt service strategies

Consulting on buying real estate and or acquistion of automobiles

Guiding you on the most appropriate estate planning strategies and work with allied professionals

 

These services are included for clients with portfolios in excess of $500,000.

There is a fee schedule for clients with portfolios less than $500,000.