The later years you’ve always envisioned.
The way you handle the distribution years of your retirement is as crucial as all the planning that has taken you to this stage. We help you create a simple and realistic model, a concise flowchart, for your pre- and post-retirement life.
At Essex, we also help you to make the transition from a successful accumulation strategy to a fruitful and rewarding post-retirement life — while safeguarding you from potential issues that may arise.