The Lifetime Income Model™ is designed to analyze and implement a strategic retirement distribution plan with a goal to help increase your income and minimize risk while providing tax efficiency and preservation of assets. Some firms only consider your age for retirement planning. We provide you with customized plans and personalized solutions to address your specific needs. While our process is structured, the quantity of portfolios, the asset allocation mix and the time horizon is based on your individual circumstances, needs, goals and risk tolerance. The result is a comprehensive road map to help guide you toward your financial success. We want you to be able to sleep more comfortably at night and thoroughly enjoy your retirement.
