Retirement Income

One common situation we encounter is the need to create a portfolio that will produce lifetime income. What that means in plain English is that our primary goal is to work to help ensure that our clients will have enough money to last through their lifetime.

Retirement has only two possible financial outcomes and they are mutually exclusive.  Only one of these two can happen at a time.

  1. You outlive your money
  2. Your money outlives you

There are two important questions to ask yourself:

  1. Do you know exactly how much money it is going to take to remain comfortably retired?
  2. Would you like us to sit down with you and help you to figure it out