Wealth Management

To many people, the word “retirement” means “the day I stop working.” But retirement happens on a timeline.


You’ve likely thought about the big retirement questions, like the age at which you’d like to retire and the sources from which you’ll draw income. You also probably know the importance of saving for retirement, and taking advantage of strategies such as tax deferral to increase your accumulation potential.

When it comes to retirement planning, most of us have a simple goal: We want our money to last while living comfortably. If you’re wondering whether you’ll have enough assets to make this goal a reality, you’re not alone. According to a study conducted by Allianz, “Reclaiming the Future”, 50% of baby boomers surveyed were “extremely concerned” about possibly outliving their income.

Fortunately there are ways of addressing the effects of market volatility and adding a level of certainty for your retirement assets, income and retirement.

Contact us today to learn how true wealth management can work for you

 

Award-Winning Income Planning


Moving from the accumulation phase to the decumulation phase is the most crucial income planning issue. Most people need to take the “pile of money” they saved for retirement and accomplish several important objectives:

  • Maintain standard of living
  • Maintain purchasing power
  • Maintain income throughout their entire life
  • Leave a legacy

We use award-winning technology with the Income For Life Model (IFLM) to generate inflation-adjusted income for life.


Services in depth:

Menu
  |