Believe it or not, you and your spouse (if you’re married) may spend 25-30 years in retirement. That’s a long time to be responsible for generating a sufficient income stream, not to mention monitoring and adjusting your investment strategy with changes to your income needs and market fluctuations. There is often little room for error, especially at the beginning of retirement where mistakes can have a ripple effect for decades.

With our retirement income process, we will help you develop an investment strategy that is tied to your income needs, identifying the sources and addressing the key risks to your various income streams. We will also develop a recession plan specific to your situation.

No strategy assures success or protects against loss.  Investing involves risk including loss of principal.