RETIREMENT & INCOME PLANNING

No matter where you are on the path to retirement, it’s always a good time to evaluate your retirement plan.  Higher levels of inflation, lower interest rates, poor stock market performance, and a glut of products are being sold as the answer to all your worries.

There are no silver bullets to alleviate all retirement concerns, but our approach to income planning eliminates unnecessary and exorbitant fees without giving up on long-term growth.  We match your goals for retirement with fluctuations inherent to the stock market. 

Important Answers to Evaluate
- Do I have enough to retire?
- Should I make changes to my portfolio prior to and in retirement?
- How much can I withdraw each month and not outlive my money?
- How can I produce income with interest rates so low?
- How much do I need to save for retirement?

Call us today to learn more our approach to retirement and income planning. We will help you determine a sustainable withdrawal rate and position your portfolio to meet your income needs.

At other investment advisory firm we were no longer individuals and had to conform to their investment program, resulting in a 25% loss of value in our conservative retirement account.  MT and CT