Specialists in Dynamic Retirement Planning

Hudson Dynamic Retirement specializes in the design, implementation and coordination of retirement accumulation and distribution, as well as estate and portfolio management strategies.

Fundamental to everything we do is our thorough understanding of your unique needs and goals. Only after a careful review of your current life situation and goals do we consider next steps. Please see below for more specifics and additional services that might interest you.

Why Dynamic Retirement Planning Is Important

Planning Services

Retirement Planning

• Lifestyle and budget analysis
• Portfolio distribution planning
• Long-term growth projection analysis
• Social security income planning
• Pension option planning
• Asset allocation analysis - WATCH VIDEO
• IRA distribution planning
• Tax planning (we do not replace your CPA or tax return preparer)
• Long-term/Eldercare planning - WATCH VIDEO

Estate Planning

• Intergenerational planning and wealth protection strategies
• Estate tax analysis
• Will document review & planning - WATCH VIDEO
• Trust document review & planning - WATCH VIDEO
• Asset ownership planning and coordination with estate documents
• Direct planning coordination with client attorneys (required to draft documents)
• Life insurance analysis

Financial Planning

• Small business planning - WATCH VIDEO
• Partnership document review and funding
• College funding - WATCH VIDEO
• Insurance planning - WATCH VIDEO

Implementation Services

• Comprehensive portfolio and asset management - WATCH VIDEO
• Life insurance, long-term care and disability insurance
• Qualified retirement plans (small businesses and sole proprietorships)
• Everplans encrypted client legacy planning and document consolidation website - WATCH VIDEO
• HDR 360 encrypted online asset and portfolio consolidation client website - WATCH VIDEO