Architects & Engineers
You’ve built your wealth.
Now, how do you turn it into retirement income?
You may have over $1 million invested, a paid-off home, and even a cabin in the mountains.
But knowing what you are worth doesn’t tell you how much you can comfortably spend or the proper sequencing to help that money go the furthest.
You can recover money but you can’t recover time.
A clear retirement plan helps you understand what your wealth makes possible and how to strategically fund it.
A dynamic investment strategy gives you the confidence of knowing your money will be there when you need it.
Our financial plans include:
✔ Retirement spending plan
✔ Withdrawal sequencing & Roth Conversions
✔ Tax projections designed to help you keep as much as possible
✔ Identify when to claim social security
✔ Estate planning support
✔ Health care cost projections
✔ Dynamic investment strategy to mitigate portfolio risk
Ryan Sullivan's journey to financial expertise began in the world of Mechanical Engineering. His early career involved designing intricate mechanical and plumbing systems for buildings across the nation. At the young age of 26, driven by a vision to simplify and streamline the construction industry, he took a bold leap and launched an Engineering Department within a family-owned contractor business.
Free Portfolio Review
Minimum $1M in investable assets for review.
→ Asset allocation and diversification
→ Risk analysis
→ Investment fees and hidden costs
→ Overlapping investments and concentrated holdings
→ Performance compared with relevant benchmarks
→ Tax efficiency and potential opportunities
→ Retirement readiness
Discover the Dynamic Investing way to managing income during retirement.
DISCLAIMER:
Not investment advice. Information provided for general education purposes only. Past performance is not a guarantee of future results.