Helping Clients Manage Risks, Create Income, Preserve Wealth.
Dee Turkalj Retirement Income Planner
Wealth Strategist
A Message from Dee
Income creation and income protection strategies are essential to wealth management and preservation. Regardless of what is important to you now and what you want in the future, long-term tax-advantaged income generation and income protection strategies should be integral parts of your financial and wealth management plan. A typical wealth management plan includes assets accumulation and assets distribution and transfer planning.
Together, my clients and I focus on things that we can control – savings, investment allocation, and risk management. We plan for a long life and a sustainable income for every stage of their lives. We prioritize long-term retirement savings to minimize tax implications and maximize retirement income.
I help my clients understand long-term income creation options, and how and when to start taking a stream of income or multiple streams of income for a set period or a lifetime. This is essential to income security and wealth protection. Our objective is to generate attractive risk-adjusted returns while creating a stable income and a measurable social and environmental impact.
I hope you too will decide to use money as a transformational vehicle for delivering value-based outcomes in your own life and in the world.
All my best.
An Integrated Approach to Long-Term
Retirement Income Planning and Wealth Preservation
I am a Retirement Income Advisor and a Certified Estate Planner. I help my clients assess their risks, and create and implement a retirement income and estate plan that, if properly managed, can protect them from life’s ups and downs, and facilitate tax-efficient transfer of wealth. A holistic approach to wealth (or money) management with a risk management plan, is what makes the difference.
When I am helping my clients with a complex long-term financial and estate plan, and helping them execute that plan in collaboration with other professionals (e.g. CPAs, asset mangers, estate attorneys) , I work in the capacity of wealth strategist.
I help my clients manage risks, generate and maximize income, preserve their wealth, and manage their money or wealth in the ways that can prepare them better for the future.
With my client’s risk tolerance as well as their objectives, time horizon, investment preferences, personal values, and other important considerations in mind, I assess my clients’ risks and create a personalized retirement income plan that is suitable for them. I show a big picture and guide clients through the process so that they know what they need to do, when and how. After speaking with me, my clients understand better how investments, taxes, and estate planning factor into their overall financial plan.
Generally speaking, you make better choices when you align your behavior, your decision-making behavior, and your investment behavior with your goals, with your sense of purpose, and with your values. Your purpose does not have to be some grand vision that changes the world. It doesn’t. In simple terms, your purpose is a sense of what you can do in life that gives you direction and makes you feel that your life has meaning. Managing your money and wealth in a way that is aligned with the things that give you greater satisfaction in life can bring you closer to that meaning.
Long-term retirement and estate planning is an investment in yourself and your future, and with your investment choices you have the power to potentially influence the lives of generations to come– so choose wisely.