At Rope Financial, we work with high net worth individuals, families, and business owners who are working towards organizing, managing, and growing their investments to take care of their financial futures and those of their heirs. All moving parts in your financial life are reviewed as we help you ensure your finances and personal goals are aligned.

Pre-Retirees

With retirement on the horizon we’ll dive into when and how, and help guide you to that finish line. Questions you might have along the way:

• When can I retire, and will I be able to afford the lifestyle I want?
• What is the best way to save for retirement and maximize tax breaks
  that are available?
• When should I claim my Social Security benefits?

Retirees

We will design a tax-efficient withdrawal strategy tailored to your specific needs to help your portfolio start working for you, answering questions like:

• Can I afford to help my family or favorite charities without jeopardizing my own financial security?
• What is the best way to make withdrawals from my accounts?
• How can I reduce taxes on my retirement income and investments?
• How can I protect my investments from the next market downturn?

Wealth Accumulators

You are established professionally and have solid financial baseline in place. While you thought your finances would be more straightforward at this point you have more decisions to make, like:

• Is purchasing a second home feasible?
• How much can I afford to spend on my children’s college,
  and what’s the best way to save for it?
• Am I taking full advantage of my group benefits?

Legacy Builders

You have a plan for transferring your wealth but are looking for tax efficient strategies on how to do so. Some questions you might have:

• How can I minimize any potential estate taxes?
• How can I best plan for leaving an inheritance while maintaining
  access to funds now?
• How frequently should I review my estate documents?