Lifetime income you can count on

Picture yourself getting into an elevator, and you have a choice between two elevators. One elevator is held up by one cable, and the other is held up by three cables. Which one would you choose? Your decisions around retirement income should be very similar. Expecting one strategy to fulfill your retirement needs may leave you feeling insecure about your assets, your income, and how it will last for your lifetime.

We use several "cables" to build a diversified stream of retirement income for you, optimized to last and to provide a legacy for your loved ones. Some of our clients plan to take care of their needs, their loved ones, and then give back to charitable causes they feel strongly about, and we are happy to help with planning and solutions for those needs.