Will you have access to your Money? Many consumers rely on savings or Retirement Plans for future Income. Without proper coordination, savings may only allow limited distributions to ensure not running out of money. Retirement Plans will be taxed at a higher rate, when larger withdrawals are taken. These are examples of ways that consumers don't have full access to their money, perhaps when it's needed the most. Our strategies give our clients a PERMISSION SLIP, to spend down their assets, so they can ENJOY their wealth.