The Income for Life Model
We specialize in helping you overcome today’s retirement challenges through developing a realistic strategy that seeks to provide “income for life.”
The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income during and throughout your years in retirement. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed* streams of income that continue over long periods of time.
Using creative tools and flexible, outcome-focused strategies, our knowledgeable team has the experience to develop strategies designed to work towards preserving and building your wealth, while striving to provide you with an income for life. We incorporate a diverse menu of investment services and products designed to address your specific needs.
Our goal is to successfully guide you along the path toward financial independence that will aim to provide you an income for the rest of your life. You can count on us to develop and manage a plan that prepares you for retirement and seeks to preserve your legacy for future generations.
Find out how an investment strategy with the objective of providing inflation-adjusted income for life may help you pursue your long-term goals.
Fill out the form below to receive your free Income for Life Illustration.
* When fixed or variable annuities are used to provide guaranteed income, all guarantees are backed by the claims-paying ability of the issuing insurance company. The Income For Life Model® may consist of investment products that are subject to the potential loss of principal.No strategy can ensure success or protect against loss. Investing involves risk including loss of principal.