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Retirees

Does your journey include:

Retirees 1
Wanting to stay invested, but being worried about the risks involved?
Kubhera can

manage your investment and retirement accounts in a risk appropriate manner.

Optimizing your Social Security and Medicare benefits?
Kubhera can

evaluate the best time to file for Social Security Benefits and selecting the appropriate Medicare benefit for you.

Concern about outliving your assets?
Kubhera can

map out a retirement funding strategy, evaluating guaranteed alternatives and more.

Worry about the impact of a long term health emergency and long term care?
Kubhera can

evaluate the potential impact, and determine and implement a strategy to mitigate it.

A plan for ensuring your beneficiaries receive everything you want them to?
Kubhera can

map out an estate transfer strategy to help ensure your intentions.

Concern about the impact of estate taxes?
Kubhera can

determine and implement an effect estate planning strategy focusing on minimizing future estate taxes.

Plan to manage Required Minimum Distributions from your retirement accounts?
Kubhera can

analyze your RMD situation as early as possible and develop for an efficient management/distribution strategy.

Trying to simplify your financial picture?
Kubhera can

create a high level map and implement strategies to reduce complexity and stress.

How Kubhera is here for you:

  • We serve as your fiduciary, looking out for your financial best interest at all times.
  • We help you build a road map.
  • We help you proactively build your long term wealth and risk. management programs
  • We play the role of your financial coach (free of any conflicts of interest) on an ongoing basis.
  • You have our expertise available on Retainer, whenever you need it for any financial decisions.

Flexible Engagement Options:

All-Inclusive for clients with a minimum amount of assets under management
Retainer Only Planning for a negotiated annual fee
Generate income needs for retirement.
Need to manage and protect personal and pension assets.
Need to review estate plans.
Planning for a surviving spouse

How can we help you achieve these goals?

  • Review retirement planning and income options (including Social Security).
  • We help you build a road map.
  • We help you proactively build your long term wealth and risk. management programs
  • We play the role of your financial coach (free of any conflicts of interest) on an ongoing basis.
  • You have our expertise available on Retainer, whenever you need it for any financial decisions.