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.