Retirement Income Planning

“Americans worry most about running out of money in retirement.” 
— American Institute of CPAs, April 8, 2015

It’s clear that you need a Comprehensive Retirement Income Plan
And here is some good news: it doesn’t have to be a daunting process, and you won’t have to go it alone. It is a process to create a retirement roadmap to help you:

  • Understand the five key financial risks facing retirees

  • Determine how to maximize your income sources

  • Develop a custom, comprehensive plan that considers health care, long-term care, Social Security timing, all household investment assets, all income sources, all expenses

Planning for the Three Big Risks in retirement
Three risks that can damage your retirement security:

  • TIMING RISK – What if I pick a bad year to retire?

  • INFLATION RISK – Will my income keep pace with rising prices?

  • LONGEVITY RISK – Will my income last my entire lifetime?

We use an investment process that seeks to reduce these risks, with the objective of providing inflation-adjusted income for life.

For more information or to schedule an appointment, ​Contact Us​