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At OCTO Capital, we are fortunate to assist a select group of retirees, those on the cusp of retirement and those who want to have the freedom to work less or not at all to expand what's possible with their money and experience a sense of enough now, and in the future.
Our process clears a path to our clients' most important goals, helps anticipate, and mitigate the risks along the way, and creates the opportunity for our clients to pursue the things that matter most to them. At OCTO Capital, we offer the experience, sophistication, and investment acumen to address some of the most complex challenges individuals face before and after retirement. Our focused specialization in retirement planning and investment management gives us a deep understanding of the financial challenges clients face in retirement, including investment management in the distribution phase of their life, retirement income needs, taxation, health care, longevity risk, generational wealth, and charitable planning. |
Daniel ShubFinancial Advisor & Founder
Accredited Investment Fiduciary® Registered Financial Consultant® |
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