Investments and Retirement Planning
Portfolio Management and The Retirement Income Confidence Process™
During the course of the Retirement Income Confidence Process, we help clients tactically position assets in different buckets to maximize their income while also protecting cash flow against the many new risks they’ll face during this phase of life. This requires a balance of both art and science – providing streams of income that last for clients despite the uncertainty of not knowing how long they’ll live, what the stock market will do, what interest rates or taxes will be, whether they’ll get sick along the way or if unexpected liquidity needs might arise. While the financial landscape is different today, the hope of a confident retirement doesn’t have to be.