Holding Hands

Retirement

Income

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.

Group Edit 2.jpg

Let's Connect

Investment advisory services offered through Straight Path Wealth Management, a Registered Investment Advisor

ADV Form

Straight Path

Privacy Statement

Address

1344 Baldwin Street Jenison, MI 49428

Email

Phone

616-288-3670

  • Facebook

Contact Us