Retirement Income Planning

A Focus on Cash Flow (Income)

Is the possibility of outliving your savings a concern?

84.2 Years

Average male life expectancy per Social Security (if 65 now)

86.8 Years

Average female life expectancy per Social Security (if 65 now)

How long does your income need to last?

Click here: Social Security Life Expectancy Calculator

Become a more sophisticated Investor

Sophisticated planning is not just for the ultra wealthy
Visualize a stress-free retirement
Maximize income through sophisticated investment planning

FOCUS ON CASH FLOW- NOT THE PORTFOLIO VALUE

Volatility in the market happens. Historically speaking, the market undergoes a correction more than once every 12 months. We suggest your retirement income should be less about the VALUE of your portfolio and more about the CASH FLOW your portfolio can provide.

Mitigate Retirement Stress

Is your cash flow/income affected by market volatility?
How taxable is your cash flow/retirement income?
Is your cash flow dependent on your portfolio value?

The more sophisticated investor creates a plan for cash flow/retirement income that can be immune from market volatility. The more sophisticated investor is not concerned about market downturns but rather takes advantage of market volatility.

Does your portfolio take advantage of market volatilty?

Are you taking advantage of the Cash Flow your portfolio can provide?