Portfolio Investment & Retirement Income Planning
You have done the hard work, you've made the money, how do you turn it into income?
Our specialty is in meeting the income needs of investors who have or are looking to retire earlier than the norm, and have accumulated funds from sources like:
- Sold or are planning on selling their business
- Company stock liquidation
- Significant savings in retirement accounts like 401k's & IRA's
- Received an inheritance
- Won the lottery
We fully understand and appreciate the importance of creating a stable income, especially for those that may retire in their 30's, 40's, or 50's, and that it requires a specific blend of current income and future growth, while minimizing risk & taxes.
Using robust portfolio construction & retirement income projection software, we are able to design custom income solutions that are low cost, efficient, and flexible.
Have specific portfolio & retirement income questions? Ask away! Please let us know here.