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Retired

For Those Planning to Cut Back or Stop

Retired_01
You’re thinking about winding down at work.

You walked out of the staff meeting yesterday and started thinking “maybe it’s time?”

Retired DIY Investors

Retired_02
Realizing it’s more fun enjoying assets rather than managing them.

After 30 years of watching the market, you just want to relax and let someone else drive.

And Leisure Pros

Retired_03
Well into retirement—and loving it—but still future focused.

You want to live on the beach for 2 months next year, just for fun. Is that possible?

Hello Silver Tsunami! You are re-writing the book on retirement.

You’re informed about the economy and the global environment. And you’re hitting your stride professionally. But you are also starting to take note of what’s happening with elders in your family and your extended network of friends and acquaintances.

You’re the proud member of a demographic population bubble that’s changing all the rules. You don’t think of yourself as old. And why should you? You’re healthier than your parents were at this age. Your generation has a unique “whole person” attitude about the things you want in your life. And—having lived through some serious dips in the economy—you know how important planning can be.

You’re officially changing gears from accumulating assets to consuming. So, as a retired person, what do you need to evaluate your options?

Retirees have always been a significant part of the Forté client portfolio.

We have a very concrete methodology for helping you create and manage the future you really want.

Your Situation

  • Income Earning
  • Retired
  • Single Again
  • The Next Generation
  • Employers
  • Non-Profit

Let’s Talk Life & Money

P 585.586.8100
E info@forte-capital.com

Forté Capital LLC

400 Linden Oaks, Suite 310
Rochester, New York 14625
P 585.586.8100
F 585.697.2599
E info@forte-capital.com
© 2018 Forté Capital LLC

Where Life Meets Money

Bringing resources, experience and expertise to clients for over 20 years. Your partner in planning, managing and protecting wealth. Customized portfolio management for individuals and institutions.

IMPORTANT DISCLOSURE INFORMATION

Forté’s FORM CRS as filed with the Securities and Exchange Commission. Available at www.investor.gov/CRS

Forté’s FORM ADV Part 2 as filed with the Securities and Exchange Commission.

IMPORTANT DISCLOSURE INFORMATION.

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