Retirement Planning
Understanding your vision of the future is key. We can shape the plan to help get you there. We understand that no matter what your current stage in life, today's financial decisions should include a view of your retirement plan.
Retirement may feel like a lifetime away, giving you plenty of time to create a plan that prepares you early, so you can enjoy things later. Now is the time to consider your short·term, intermediate, and long-term goals.
The groundwork is set, the finish line is in sight, and you're ready for the next step in your wealth journey. Let's take this time to identify any gaps in your wealth strategy and prioritize your needs for a simple transition into retirement.
Financial & Retirement Planning
We help our high net-worth clients develop solutions to their most complex financial challenges through a team of highly experienced professionals.
From day-to-day financial management to legacy planning, each day can bring new tasks, questions, and considerations. That's where Glacier Trust® comes in.
Specialized Focus and Experience
Our wealth strategy team is comprised of trust and estate planning specialists, Certified Public Accountants, and Certified Financial Planners who have decades of experience helping clients navigate complex planning scenarios. Our Wealth Strategists can work with your current accountants, legal counsel, and local Private Bank Advisors to craft personalized plans for your unique needs.
Areas of Expertise
- Business succession planning
- Asset protection strategies
- Multi-generational estate planning
- Solutions for family law matters and family members with special needs
- Complex charitable structures