Retirement Planning

Weston Financial will assist clients by helping them define their life aspirations. Many times this conversation includes retirement planning or financial independence planning. Financial independence certainly is a state of mind and often we find that while a client is financially independent on paper, they may not "believe the numbers", especially during a volatile time in the markets. Therefore we spend time to build a series of models that can be revised based upon assumptions within the clients comfort zone.

Based upon a solid understanding of a clients life experiences, family structure, long term goals and current resources, Weston Financial will utilize client conversations to establish a portfolio to sustain a lifestyle without a paycheck, essentially defining financial independence.

Defining a financially independent lifestyle includes the following:

• Cash flow management,
• Asset allocation based upon time frame management,
• Income stream management,
• Portfolio rebalancing, and
• Income tax management.