Facts About Pensions
Why Fixed Income should be considered for a portfolio
Protect
Retirees with a guaranteed income spent only 4% of their assets during the first 18 years after retirement. Those who did not spend down 34% of their assets.
Propel
"Research says the secret to a happier retirement is clear:
Friends, neighbors, and a fixed income."
-Wall Street Journal, 2005
Prolong
"People who buy annuities tend to live longer. Apparently, that little extra incentive of the annuity payout keeps people going"
-Freakonomics, January 2013
Personalized Planning
Your second act shouldn't be overwhelming. You've earned the chance to finally enjoy your hard work. Our tailored financial planning solutions are designed to align your money with your goals.
Investment Management
Enjoying your years means you're not worried about running out of money. Our expert investment management strategies grow and protect your wealth, so you can focus on what matters.
A Legacy to Remember
A solid plan means you can put all your energy into making memories. By being detailed and disciplined, you can embrace the best parts of retirement and work towards what you really want.
Take control.
The best time to plan your retirement was yesterday. The second best is right now.
Schedule a free consultation today and get on the path of making memories and money.
With our personal approach, expert guidance, and commitment to results, we are more than just wealth consultants – we are partners in helping you achieve financial freedom and create a living legacy
