Services

Today’s challenge is developing a strategy to capture tomorrow’s dream

Your retirement planning and wealth preservation goals are inextricably tied together. The financial strategies you have in place today impact both your present lifestyle and the one you envision for the future. And both require a comprehensive understanding of your personal goals.

Our Approach

Success in meeting retirement income goals or preserving the wealth you have accumulated is dependent upon having solid investment and tax strategies in place. That’s where your Wealth Advisor can help you:

• Define and prioritize your long-term income goals and those of your family.
• Analyze and plan around tax law changes, economic events, changes in your family structure or lifestyle, and other factors that may influence your goals or strategy.
• Provide Wealth Scenarios planning to determine how best to leverage current resources to fulfill long-term goals.
• Assess your current and projected cash flow and expenses.
• Evaluate your employer-sponsored retirement plans and executive compensation arrangements.

The Challenge of Retirement Planning

Understanding and managing the financial implications of retirement is one of the most complex financial challenges you may face. We start the process by listening to your retirement goals, analyzing your existing savings strategy, projecting your retirement income and, finally, advising you on the tax ramifications of your situation.

The RSM McGladrey Advantage

RSM McGladrey provides one of the industry’s most comprehensive suite of services for managing your personal wealth and business planning needs. We offer an alternative practice structure that allows our clients to take full advantage of the depth of knowledge, talent and experience across our companies.

When considered together, RSM McGladrey and McGladrey & Pullen rank as the fifth largest provider of accounting, tax and business consulting services in the United States, offering you the distinct advantage of working with a premier financial services firm providing the combined experience you seek.

Working with an RSM McGladrey Wealth Advisor you will benefit from:

• A synchronized approach to building and maintaining wealth, working closely with your tax advisor to ensure appropriate strategies are in place
• Objective and strategic recommendations suited to your personal income tax, investment, estate and cash flow needs.
• Current and long-term cash flow and income analysis.
• Guidance and analysis on pension and retirement plan elections, including lump sum payouts vs. annuities, and joint survivor vs. single-life distribution arrangements.
• Coordination with your investment advisory and estate planning needs.