Redefining Wealth Management

Creating a Roadmap for the Next Stage of Your Life

You have been diligent in saving for retirement, and soon you hope to reap the rewards. However, retiring has never been more challenging, and without the proper planning, your vision for retirement may never become a reality. That’s because of the critical role that the sequence of returns, or the timing in which you receive positive investment returns, plays in the success of your retirement and overall lifetime cash flow. At Yosemite Capital Management, we understand that the main focus of retirement planning now includes cash flow analysis and planning along with portfolio management. We work with you to determine the cash flow you need to support your unique lifestyle for the rest of your life.