An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime.
Things used to be simple. When you retired, simply sign up for social security, collect your pension, and enjoy the ride. Fast forward to today - an intentional income plan is crucial as social security is likely insufficient and pensions have gone away. Further, people are living longer and are more active, placing more demands on your finances. Maximizing the impact of taxes, legacy planning, health and long-term care insurance, investment landscape, and retirement planning strategies can result in powerful benefits for your overall financial picture.
Our various planning tools result in a simple income plan striving to strengthen your financial foundation.
Client Data Organization
Document all income sources including, social security, earned income, annuities, and investment assets
Clarify retirement dates, inflation assumptions, life expectancy, as well as expense wants and need
Year by Year projection of all income sources relative to projected expense needs
Summarizes your Income Plan’s reliance on your various income sources
Calculates your success rate of not outliving your assets across thousands of scenario
Year by Year projection of your asset growth factoring in your portfolio withdrawal needs
Probable range of asset values based on the characteristics of your specific investment
Materials List To Get Started
All we need to get started is basic information regarding your goals and current investment holdings. Please complete the form below and we’ll email you the simple next steps to get started.