Planning for a steady source of lifelong income

Most of us are familiar with saving for our retirement. We have certain financial strategies to help us attain our long-term goals to live the lifestyle we want.

Once we move into the retirement phase, many mistakenly think that retirement is simply the reverse of accumulation and we pay ourselves a certain income from our savings until the money is gone. But how long will we live? How much savings is enough? It is important to realize that creating income for retirement takes a whole new way of thinking and a whole new set of strategies to avoid running out of money or not enjoying the lifestyle that we want.

Upon retirement, you will look to your portfolio to take over the job of providing you with a regular paycheck, but with an overwhelming number of options for saving and investing, managing your future finances can be difficult.

There are many variables that can affect the amount you will receive during retirement, such as the distribution rate you choose, investment returns, inflation, and how long you live – all of these factors can greatly affect your future retirement.

We offer a diverse suite of financial services and products to address your individual needs and ensure you are prepared for a financially stable retirement.

Schedule a Complimentary Meeting

We will work with you to transition your current wealth into a steady stream of income to help last through your lifetime. Contact us here or call at 614-760-0670 to get started.