IV.Financial Planning

Retirement Income Planning

Baby boomers–for the most part–have limited guaranteed pension income. Yet, most Americans are fully insured under the Social Security system. People have a common question when thinking about retirement: How does one use accumulated assets to generate a predictable and reliable stream of income in retirement? ¬†In addition to pension and Social Security income, we can help you evaluate¬†available income generating techniques, including:

  • Fixed-income strategies
  • Dividend payments
  • Fixed annuities
  • Variable annuities
  • Charitable annuities
  • Real Estate income

By balancing an optimal amount of fixed or guaranteed income in your retirement planning, we can help you better pursue your goals for retirement income and overall financial security.