Bernadette Strout, CFP®
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Bernadette Strout, CFP(r) is a highly experienced professional with 19.4 years of work experience in the United States. She specializes in helping retirees determine their number and determine their retirement plans. Bernadette's expertise lies in identifying the major risks associated with retirement, including tax consequences and longevity. She is skilled in navigating a range of retirement strategies, including ensuring a secure income stream and minimizing tax liabilities. Bernadette is also knowledgeable in navigating the complexities of a CERTIFIED FINANCIAL PLANNER and CERTIFIED WEALTH STRATEGIST's financial system. Contact her at 732.494.1111 or b
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About
The old commercial told retirees they needed to know “their number”; presumably how much they needed to accumulate for retirement. The number you really need to know is how much income do you need and for how long will you need it. ⚠️One of the major risks retirees face are the 🧾tax consequences associated with drawing down from “their number”. Other risks all retirees face:⚠️ Longevity – Longevity is a risk multiplier. Our retirement plans must account for an increase in life expectancy. Furthermore, the longer we live increases the likelihood that we fall prey to the other retirement risks; such as market risk and inflation risk. ⚠️ Inflation – Even periods of low inflation rates present a steady erosion of your purchasing power in retirement. Any sound retirement income plan must account for inflation and provide an increasing stream of income. ⚠️ Sequence of Returns Risk – Market losses early in your retirement years present a risk to your income from which you may not recover. Proper planning mitigates that risk. Five vital retirement strategies that I help my clients successfully navigate: ✔️ Guaranteed income streams they cannot out live.✔️ Inflation protection on that stream of income.✔️ Strategies to minimize tax liabilities ✔️ Planning for both discretionary and non-discretionary retirement spending. ✔️ Ensuring plans are in place to take care of loved ones.As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED WEALTH STRATEGIST®, I have both a fiduciary obligation and the educational experience to provide the best possible solutions to my clients.If you are making the important decisions surrounding your retirement, let’s talk. Whether or not you are currently working with an advisor, I am confident our conversation will offer you valuable insights into the potential risks you may face. You can reach me directly at 📞 732.494.1111 or email 📧 [email protected].
...See MoreWork Experience
President Private Client Group
Wealth Distribution
Financial Services
Bernadette Strout, CFP®'s Professional Milestones
- board of advisors school of management (2009-01-01~): Provided comprehensive economic insights, contributing to the understanding and success of the school of management.
- Wealth Distribution (2016-01-01~): Building strategic partnerships and expanding market presence through effective wealth distribution strategies.
Certification
Colleagues
Hartlei Stansbury
nano-micro influencer marketing & relations communications public relations
Christopher Braccia
Chief Investment Officer
Stephen A. Oliver
Chief Executive Officer
Anthony Corrao
President | Wealth Management
Arnav Arni
Student at Wake Forest University
Other Named Bernadette Strout, CFP®
Frequently asked questions
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Bernadette Strout, CFP®'s social media include: Linkedin,
Bernadette Strout, CFP® works for Manhattan Ridge Advisors
Bernadette Strout, CFP®'s role in Manhattan Ridge Advisors is Wealth Distribution
Bernadette Strout, CFP® works in the industry of Financial Services
Bernadette Strout, CFP®'s colleagues are Hartlei Stansbury,Christopher Braccia,Stephen A. Oliver
Bernadette Strout, CFP®'s latest job experience is Wealth Distribution at Manhattan Ridge Advisors