It’s been said that your retirement outcome is dependent upon your retirement income.
Your retirement income is where we start the planning process. Whether you are ten years away from retirement, or ten years into retirement, we begin the planning process with a retirement income assessment. Do you have “enough?” What is “enough?” Will it last?
If someone were to ask us what we do for our clients, it would boil down to helping them answer one seemingly simple question:
“Am I going to be OK?”
The process of formulating a predictable and reliable income stream with the goal of long-term sustainability is something we address utilizing the Asset-Cycle Portfolio System®. It may sound fancy and complicated, but our clients find it to be “so simple, it’s profound.”
We’ve found that our clients enjoy the confidence that comes with knowing from where their next retirement paycheck will come.