If you’re nearing the point of retirement, your focus on ongoing planning may become more clear. I can help you evaluate your retirement plan distribution options and the tax consequences of your investments. Together, we can confirm you have the right mix of assets to reduce risk and help create a steady stream of retirement income.
We can also review your RBC WealthPlan for a confidence check, including Medicare and Social Security benefits, as well as evaluate insurance strategies and review your legacy and estate plans.
Select "Get started" above and I will reach out about how I can help you plan to retire on your own terms.
Susan H. Stewart, CPM, JD, Senior Vice President – Financial Advisor Senior Portfolio Manager – Portfolio Focus NMLS #830330 through City National Bank Individual CA License # 0M18772 RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License # 0C38863 Ph: (302) 493-9161 | e-mail: susan.h.stewart@rbc.com The Stewart Group - RBC Wealth Management - Home
Taylor Stewart, CFP®, CIMA®
Vice President – Financial Advisor
Portfolio Manager – Portfolio Focus
NMLS # 1427378 through City National Bank
Individual CA License #0M87217 RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863 Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.
