We have solutions for turning your assets into income when the time is right, and we identify ways to create an income stream you can’t outlive.
We implement a low-risk income strategy to cover your monthly expenses. To do so, we select appropriate annuities and/or life insurance products that meet your specific requirements and maximize your income.
We conduct a thorough review of your Social Security benefits, taking into considering your age, marital status, life expectancy, income requirements, retirement goals and more. This allows us to optimize your Social Security payments.
Finally, we make sure that your income strategy matches up with your overall tax strategy, implementing strategies such as Roth conversions where it make sense, and helping clients create more tax free income.