You have worked hard for many years to accumulate sufficient financial resources for your retirement, and you want to enjoy your retirement without worry.
We can work with you to develop a plan to help ensure that your financial resources provide the lifestyle you seek for all of your golden years. We like to call this process developing your sustainable income plan.
The plan includes working closely with you to:
Determine your current cash flow needs.
- Determine your risk fingerprint with our proprietary risk analyzer.
Evaluate your current investment portfolio and identify strengths and deficiencies.
Review possible changes to your current investment portfolio based on your personal tolerance for risk.
Explore options for guaranteeing that your essential expenses are protected.
Implement the mutually agreed upon solutions and routinely monitor the plan.