Retirement / Income Planning
If you want to enjoy a long, comfortable retirement, you need regular income you can count on. The Blueprint ensures multiple income streams so you know where your money is coming from and when to expect it.
It starts with a budget based on your lifestyle expectations which is then factored for inflation and cost-of-living increases over the expected length of your retirement. Our unique, flexible income laddering approach maximizes the return on your investments and phases out risk over time.
The Retirement Blueprint sets up and monitors your investments so you know how much you’re accumulating and when it will be distributed. This ensures that you know how much income you’ll receive on a regular basis for the rest of your life. We utilize a combination of retirement accounts and other financial vehicles custom-tailored to your income, accumulated assets, desired lifestyle and risk-tolerance.