Retirement Income

Your financial life can be divided into two phases: the "accumulation" phase and the "income" phase. During your working, accumulation years, you save and invest to prepare for retirement. During retirement, you use your accumulated assets to provide income in place of your regular paycheck. For many, this income phase is marked with significant challenges; namely, making your money last throughout retirement. 

We can assist you in having a strong grasp of five key risks of retirement as an important first step in managing retirement income:

  • Longevity Risk
  • Inflation Risk
  • Asset Allocation Risk
  • Sequence of Timing Risk
  • Health Care Expense Risk 

We have deep knowledge in this area and look forward to assisting you.