Does Reaping the Harvest apply to you?
Reaping a Harvest tends toward clients who are 50 and older. You are within 10-15 years of retirement or already retired.
You’ve worked hard for your money, worked on investing correctly, and used your money wisely, so now is the time to see your work paying off. Harvesting is to reap the benefits of your plans, and Winnow is here to help you in the process.
What is Reaping the Harvest?
Spending your money in retirement creates a new and difficult set of challenges. A well-designed lifestyle plan will make sure you enjoy the fruits of your labor for as long as you live. Your spending phase may benefit from the following:
Retirement Cash Flow Plan
Tax Mitigation Strategies
401(k) Rollover Options
Social Security Maximization
Long-Term Care Choices
How Much Can I Spend
Leaving a Legacy
Investment Management Services
When it comes time to enjoy the money you’ve worked hard for, you need a plan. Through our investment management services, we aid you in planning how to reap your harvest.
Investment Management Services Include:
Tax minimization strategies.
Investment results reported quarterly.
Educated approach to develop asset allocation,
including passively managed mutual funds and ETFs.
How to manage funding appropriate retirement accounts.
Cohesive strategy including outside accounts such as 401k plans.
Managing needs for withdrawals, transfers, and wires.
Timely investment of new deposits.
Analytical rebalancing process.
Accessing online accounts.
Investment Management services start at 1% of assets managed.