Portrait Of Multi Generation FamilyThe question we hear most often from clients — especially those close to retirement — is, “How do I live off of my money so I do not outlive my money?”

You want a secure future for you and your family, to leave a legacy for your children, to navigate the unknown after retirement, and to live a quality of life that you have envisioned. CIC Wealth has the expertise to plan for the unexpected, develop a financial strategy and a long-term plan to optimize your wealth and financial well-being.  CIC Wealth wants you to feel comfortable and secure in the lifestyle you set forth. With the guidance of our advisors, you will develop goals for planned and unplanned spending, taxation and inflation and learn how to deal with market fluctuations during your retirement years. CIC Wealth will be your trusted partner to answer questions and help you navigate through uncertain times.  We deliver insightful, personal, tailored, and well-planned strategic wealth management strategies to prepare you for the unknown.

CIC Wealth works with you collaboratively to:

  • Define your long-term needs, goals and objectives
  • Determine where you stand financially today, and assess your plan for tomorrow
  • Develop a wealth strategy to meet those needs and goals
  • Perform a “Stress test” of your financial plan
  • Create a retirement income plan
  • Update your strategic wealth management plan annually