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Unlike our parents’ generation, we cannot rely on social security or employee pensionsplans to support us in our golden years. 401(k)s and other investment products putretirement planning squarely on the individual.
What if you could continue receiving consistent income in the form of a retirement paycheck?
An investment strategy to match your journey
Just like our careers, our retirement will have phases, and a segmented retirement strategy will help ensure your security at every stage of that journey.
A segmented investment strategy utilizes a time based approach to align asset allocation with each segment. Think about it, you have money that you won't need for 10 or 15 years down the road. We can show you when you will need those assets and why they are invested. Yes, even retirees will need growth investments, these are sometimes are scary to hold, but if you have other assets that provide stability and income - it will be easier to stick to your plan !
We guide you - first to understand your income, then your expenses, then the amount you will need to withdraw from your investments each successive year to meet your stated goal.
Investments are divided by timeframe by which they will be spent. Timeframe leads to investment in various asset classes, setting out a management schedule to maximize growth, but also protect your investments while ensuring adequate and consistent cash-flow through-out your non-earning years.
The strategy benefits from:
A segmented investment strategy gives you peace of mind and a monthly“paycheck” during your retirement. It’s a clear and simple money-managementsolution to help you enjoy the retirement you’ve always dreamed of.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.
Get the strategy.