Retirement Income

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.

Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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