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Holding Hands



For many, making the adjustment from working to receive a paycheck (and saving money each week), to no longer receiving the paycheck and relying on your savings to produce income can be daunting.

We outline a sophisticated but simple to understand process for retirement income that:

Allows our clients to feel comfortable, even when the stock market crashes

Reduces or eliminates taxes

Identifies the investments for income versus the investments for long-term growth

The way to accomplish this is not simply following rules of thumb, but instead customizing it to your specific situation.

We project out annual retirement needs, going at least 7 years into the future, and identify the sources of income already coming in (Social Security, pension, part-time work) and then fill the gaps with income planning from investments. 

The result is consistent retirement income, reduced tax rates, and a feeling of confidence during a time of transition.

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