— ALAN LAKEIN
Our mission is to deliver a high level of comprehensive investment guidance, in order to achieve optimal financial results for our clients. Objectivity and accountability create the framework for our success. Most importantly, we work for you as a trusted fiduciary and advisor – now and always.
We accomplish this through a three-fold lens using:
We build relationships by listening, asking the right questions and delivering on reasonable expectations.
We seek to maximize after-tax, inflation and risk-adjusted returns. Years of experience have prepared us to guide you through your life transitions.
We develop tailored solutions to help clients protect and grow their wealth.
Retirement and Quality of Life
4 Elements of an Estate Strategy
In an ever-changing world where you work hard for your money, you are entitled to receive a true fiduciary experience. At Capital Trust Advisors we are committed to provide that experience. We also believe everyone deserves to have a sustainable financial plan to see them through all of life’s changes.
Required Reading: The Economic Report of the President
Social Security Taxes
Systematic Withdrawals in Retirement