Broker Check


What happened to your portfolio last time the stock market had a “correction”? Were you stressed out? Were you up all night worrying? Did you have to delay your retirement plans? Are your retirement plans still in limbo?

The stock market will always be volatile. We recognize that to stay ahead of inflation, you need investments that will outpace, or at least keep pace with inflation. Generally speaking, the stock market is a good place to be, but how does one handle taking distributions in retirement with stock market volatility? To this end, we have developed strategies that allow you to better address and ride the volatile waves of the market.

The financial and retirement services industries have repeatedly sold us on the concept that we can only take 2-4% per year from our retirement nest eggs in order to live. Even with these ultra-low rates, the portfolio is only expected to last a maximum of 30 years. We introduce clients to strategies where they may be able to take higher withdrawal rates, some with guarantees that the income will last for a lifetime.

Let us crash test your portfolio and show you how you could potentially increase your retirement income!

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Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.