Broker Check


What is retirement distribution?

What worked for you when you were building your nestegg may actually work against you as access it. You need an advisor that knows the difference.

Retirement should be a time of living life on your schedule, getting around to all those things you’ve always wanted to do and fulfilling your heart’s desires with those that matter most to you. At Sound Harbor Wealth Partners, our team wants to ensure that no dream goes unfulfilled because it is out of reach financially.

Your life changes when you move from wealth accumulation into retirement. Presumably, your primary sources of income decrease and the amount you rely on your invested assets begins to increase. As your life changes so should your investment plan. When we say that we specialize in wealth accumulation and retirement distribution- we mean it. We have helped hundreds of clients transition from their working years into their leisure years of retirement. We focus on your retirement long before you start counting the years, months or weeks till it gets here. Having a long term plan allows you to make a confident transition, knowing that together we have created a plan that takes into account your needs, wants and desires and helps you retire with confidence that you can live the life you have planned.

Retirement means something different for everyone. For some it means throwing away the alarm clocks and going on permanent vacation, for others it means having the time to start a business of their own. Whatever retirement means to you, a properly prepared and executed plan can help you enjoy your retirement and make your golden years an exclamation point on your lifelong journey.