RETIREMENT PLANNER

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Wealth Planning
 

Bicknell Capital starts with the concept of life planning—getting to know what you think about life and money—and how you feel about risk. 


Your Money Personality
Risk perception and tolerances serve as comfort zones, whether these feelings are based on knowledge, attitude or experience.  Each person in your family has a unique orientation to wealth—a special way of looking at finances. This is what we term a "money personality."		      
  Once you understand your money personality—and the money personality of every other decision-maker in your family—you can then recognize how your various outlooks may impact your financial decisions.

Your unique investment objectives will dictate the specific structure of your portfolio. For example, it may be important that you sustain your current lifestyle for the rest of your life. Or it might be important to preserve capital for multi-generational transfers.

Risk profiles and money personalities have a substantial impact on your family`s long-term investment success. Once we have a clear understanding of what you need to fulfill your life plan, we design a customized strategy based on your needs, desires, commitments, goals, and priorities.

Account Adjustments
We understand that life is not static. Things change as time goes by, and your financial needs change as well. We work with you to meet your changing needs. For example, we might suggest that your risk level be adjusted to a more or less aggressive position to reflect the changes in your circumstances or the market conditions. Or we may need to adjust the amount of income taxes deducted from monthly retirement distributions. Your evolving circumstances may require changes in your family`s long-term outlook.

Whatever your needs may be, Contact Us at any time for assistance is evaluating these issues and making the appropriate adjustments.