Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 


    Steve Maraboli, Life, the Truth, and Being Free


  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."


    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."


    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…


    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."


    John C. Maxwell

Income Planning

At retirement you need to convert your assets to income.  Throughout your working life, you’ve received a paycheck on a regular basis. And, you probably knew exactly how much each check was going to be.  When you retire and complete a rollover to an IRA of the diligently accumulated wealth in your 401(k) and other retirement plans – what’s the next step? How do you transition your assets into income to cover your future living expenses which could realistically last another 30 years or more?

We have developed a strategy which enhances the likelihood of your income lasting longer than you do.  We accomplish this by utilizing several income options.  At the same time we look at additional planning that should be done at this stage of life.  Asset allocations need to be adjusted, making sure that a portfolio generates the income that is needed.

Some of the investment options that may be used at this time include:

  • Bonds
  • Dividend-Paying Stocks
  • Preferred Stocks
  • Convertible Bonds and Convertible Preferred Stocks
  • Mutual Funds
  • Annuities

The strategy selected determines which options will be utilized to provide the needed income. Just as a mountain climber’s most precious commodity is his oxygen supply when he tries to safely navigate down the mountain, we believe our client’s most precious commodity in their descent into their retirement years is their income. We strive to make sure that we preserve our client’s dignity and independence by maintaining their income supply until the day that they pass from this earth.

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