MEETING YOUR PERSONAL NEEDS


With improvements in healthcare, diet and exercise habits, Americans are generally living longer lives and enjoying more active and vibrant retirements.  Early retirement has also become more common, thus resulting in many retirees facing the challenge of not outliving their retirement assets.

Income Distribution planning is the process by which the assets you collected as you were preparing for retirement (the accumulation phase) are paid out to you during your retirement (the distribution phase).  The strategies that you used during the accumulation phase are very different than the strategies that you would use during the distribution phase.

The assets from which you expect to create a vital stream of income during retirement face risk from economic turmoil, interest rate uncertainty and market volatility.  It is vital to correctly position your accumulated assets into a series of investments at retirement that is designed to provide you income for your lifetime.

We are experienced and knowledgeable and want to partner with our clients to create “Income for life”.