In the past, Americans have traditionally relied upon pensions, Social Security and personal savings to retire comfortably. Today’s retirees have to worry about disappearing pension benefits, increasing longevity, volatile markets, and costly healthcare. With so much uncertainty about the future, retirees are searching for ways to protect what they’ve worked so hard to build.
We attempt to help our clients build confidence in their dream of retirement by creating income strategies for today’s uncertain times. If you worry about outliving your income in retirement, we can help. We’ll take a look at your comprehensive retirement plan and determine whether it’s aligned with your goals and objectives. We can also help reposition a portion of your assets in an effort to provide you with a guaranteed income stream for life with options for maintaining control of your money and providing a legacy for beneficiaries along the way.