Call Us Today!   (919) 654-6838

INCOME PLANNING

The thought of turning your retirement savings into a monthly income can be daunting, even to people who have planned and saved for retirement. No one can accurately or adequately predict the future, but that’s no reason not to make the attempt — particularly when it comes to income planning.

There are many variables that require consideration as one anticipates the amount of money that will be needed to live comfortably, both now and in the distant future. Career arc, desired retirement date, long-term housing expenses, and anticipated portfolio withdrawal rates are all factors that require some consideration — not to mention the viability of Social Security in the future and the rate of inflation. Unfortunately, very few investors have the time, motivation, or expertise to give this important issue the emphasis it deserves. This is where the asset management advisors from Secure Financial Solutions can play an invaluable role.

CUSTOMIZED

Tailored perfectly to your unique situation.

EFFECTIVE

Complete evaluation to ensure maximum results.

EXPERIENCED

We know how to put a strategy to work.

We pride ourselves on getting to know our clients and their specific financial needs and objectives. In doing so, we’re able to work closely together to devise an effective, customized strategy — complete with annual reviews and additional evaluations when life-changing events occur.

Whether you’re still years away from retirement, about to retire, or already done working, we’ll work with you to set up a manageable plan that will actually work for you. From deciding on which income-generating investments are right for you to developing distribution strategies, Secure Financial Solutions has the experience and knowledge to help put your retirement savings to work for you and your family.

If it’s time for you to seriously consider income planning, wealth transfer, and inheritance strategies, we hope you’ll give Secure Financial Solutions the opportunity to assist you. Please contact us at (919) 654-6838 or request a Complimentary Portfolio Review. We look forward to the chance to serve you