Investment Goal:  Saving for Retirement

Saving for Retirement is the #1 financial goal for individuals.  

• Estimate your optimal savings rate to retire on time with resources to maintain your lifestyle
• Invest your Retirement Savings for the long term with a strategy that fits your Risk Tolerance.
• Understand your Safe Withdrawal Rate for Retirement
• ​Interested in guaranteed income in Retirement?  We can plan out an annuity strategy that fits your time horizon.
• Invest in a tax aware manner by optimizing your investments in the way that legally maximizes after tax retirement income.

Discretionary Investment Management Services

Along with managing the day to day investment of your Retirement Portfolio, Bellaire Capital Management will build and implement a Custom Investment Management Strategy to fit your individual goals and Risk Tolerance.

Non-Discretionary Investment Planning Advice

Be in control and execute your own trades and have final say over investment decisions. Bellaire Capital Management, LLC will create a Custom Strategy to fit your long term goals and Risk Tolerance, but leave you in the drivers seat on final investment decisions.