Retired Individuals

Common Profile:

Seek to preserve wealth, maintain desired retirement lifestyle, and thoughtfully transfer wealth.
How can HPM Partners assist?
  • Coordinate wealth management issues, such as estate planning, insurance, and tax planning and compliance
  • Monitor the effectiveness of wealth transfer strategies, including the use of annual gift tax exclusions, lifetime unified gift and estate tax exemption, and appreciated assets
  • Design and manage an investment program for liquid net worth
  • Serve as a trust administrator and provide education programs for family members