Our clients value safety, relationships, and peace of mind concerning their retirement income & overall financial health. We believe a portfolio alone doesn't guarantee long-term income security.
That's why we design income built to last, providing peace of mind from market volatility and inflation.
We can help you create an income that is secure, reliable and won't run out-no matter how long you live.
Service #1. The Income Master Planâ„¢
A stress free process to guide you toward a Drama Free Retirement
Service #2. Drama-Free Retirement Readinessâ„¢
This is ideal for people 55–70 who want a second opinion before making decisions & taking that big step
Income Gaps
Market Risk Exposure
Tax Inefficiencies
RMD vulnerabilities
Longevity Risks
Inflation Hedging
Spouse Continuation
Home Health Care
II. Income Streams that are Dependable for Life
For a portion of your assets, determined by what is needed to meet your income targets, we focused on creating lifetime income that is stability and predictability & free of direct stock market risk.
It's a strategy that shifts the risk away from you and to large, highly rated insurance companies.
If you prefer a safer approach to retirement income & reliability is more important than chasing returns this could be a good fit.
1
Your principal is safe with contractually Protection from Stock Market Risk
2
You get Index Linked Growth (S&P 500) with No Stock Market Risk to your Principal
3
For Income Purposes, you get an 8% to 12% Annual "Roll-Up" even if markets go south
4
This Income feature is Guaranteed for Life even if your annuity had zero Balance
5
When appropriate and suitable we bring in various fixed, index linked & Hybrid income annuities as part
of an overall retirement strategy**
When appropriate and suitable we bring in various fixed, index linked & Hybrid income annuities as part of an overall retirement strategy**
**Annuity Benefits and Contractual guarantees are backed solely by the claims paying ability of the issuer. Guaranteed Lifetime Withdrawal Benefits can come with an additional cost. See Disclosures for more details
III. Ongoing VIP Service
For clients who have implemented the Income Master Plan: