Most financial planners are good at the accumulation strategy for their clients. However, creating an income strategy is much more difficult, because it requires customization to a client’s age, goals, taxes, risk tolerance, and longevity.
We create a bucket system with your investments to meet your needs and minimize your exposure to taxation , while keeping in mind the level of risk. We believe as a retiree, you should never need to adjust your spending lifestyle because of something happening in the markets or on Capitol Hill. We build in flexibility to your income strategy to allow you to ebb and flow with the curveballs of life.