Ulivi Wealth Management’s mission is to help those individuals, recently retired or about to retire, achieve their ideal retirement vision. In the pursuit of this goal, we have created The Three Strategies of Prudent Retirement Management. This system includes a:
- Retirement Income Strategy
- Investment Strategy
- Monitoring Strategy
We can also provide optional services such as real estate analysis as this one of Professor Ulivi’s areas of expertise.
Why this comprehensive approach? Because successful retirement planning requires that you take into account critical factors such as expected longevity, withdrawal strategies, inflation, rate of return on investments, and others. But a comprehensive approach is only a first step. That’s because uncertainty is your greatest risk. We can develop all sorts of assumptions and projections and develop likely cash flow and investment scenarios, but in reality we cannot predict what will happen. That’s why your finances also need a monitoring system, a way of checking the indicators of your ongoing financial wellbeing.
Get Your Retirement on Track!
To enjoy the benefits of our complete system, The Three Strategies of Prudent Retirement Management, you can choose from three packages of services. These are:
- Hourly Planning
- Financial Planning-Only
- Comprehensive Retirement Management
Hourly Planning is for those clients with limited needs; for example, those who don’t require projections or lots of research. It’s often used by people who clearly understand their options but may be facing an “analysis paralysis” situation. We help them evaluate their options and make appropriate decisions. Sometimes clients only want a “second opinion”, and therefore, an hourly planning engagement is ideal for them.
Most of our clients, however, usually begin an engagement by choosing the Financial Planning-Only package. After this engagement has been completed, some clients prefer to implement The Three Strategies of Prudent Retirement Management on their own, because they believe they have the knowledge, discipline and time to do so.
However, most of our clients choose to have us implement the strategies for them. They prefer an on-going relationship to take advantage of our expertise, wisdom and judgment, and therefore opt to go with the Comprehensive Retirement Management package. Each of these packages is explained in more detail in the next sections.
