Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Value statement

Every client has a unique set of circumstances and goals, and my mission is to provide customized investment advice tailored to those objectives. I am dedicated to helping you accomplish your long-term goals by developing and implementing a comprehensive strategy as well as recommending any adjustments as needed.

I am passionate about building, developing, and maintaining long-lasting relationships with my clients based on mutual respect, honesty, loyalty and candor. My breadth of experiences in the industry provides the basis for a transparent approach to your personal wealth management, and I am dedicated to acting in your best interests by providing services tailored to help you achieve your goals.

 

Wealth management approach

My holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. I combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

Accumulating wealth

From realizing your dreams to building the lifestyle you envision for your family, I help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Protecting your assets

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance solutions will help you feel secure about the future.

Creating an income stream

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.

Wealth transfer

Beyond building and enjoying your wealth, I work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

I invite you to contact me today to learn more about our wealth management approach and how I can help you achieve your goals.

Retirement Income Planning

If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call me today to discuss how I can put the steps into action for you.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.

Contact

Kurt Atkinson

651-228-6975
kurt.atkinson@rbc.com

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How solar can brighten investment portfolios

Oct 04, 2022 | Frédérique Carrier

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

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