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

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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.

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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. 

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