Baby Boomers have spent half a life time saving and investing for the day when they might make work optional. They now face an unprecedented challenge as very few of them have ever thought about the process of converting their retirement nest egg into a reliable and sustainable income stream.
As Retirement Income Specialists, we help you take your desired life plan and align it with your investment plan. By incorporating strategies that consider tax planning, cash flow management, volatility protection, and what you want to accomplish we can give you the clarity and confidence you need before opting to shift to a work optional lifestyle.
How much money you need and when you need it.
As Retirement Income Specialists, we utilize this critical information to identify opportunities to:
This process can add hundreds of thousands of dollars to your retirement cash flow and significantly enhances the sustainability of your retirement income.