“I would suggest that those either in or approaching retirement seek an adviser who has a strong commitment and focus on retirement-income planning.”
--Meredith Lloyd Rice, Cogent Research Senior Project Director
Robert Powell’s “When Advisers Go From Hero to Zero” May 21, 2013 MarketWatch article
Ask yourself the following questions:
- Are you approaching, or are in, the retirement phase of your life?
- Does your financial advisor specialize in designing and implementing retirement income strategies?
- Do these strategies include retirement income planning, management, and protection?
- Are you looking for a personal long-term relationship with a preeminent retirement income planning firm that caters to your needs first and foremost?
Welcome to Retirement Income Center where we plan, manage, and protect your retirement income. We are an independent, holistic, client-centric retirement income planning firm. We are known for our dynamic comprehensive approach to retirement income planning.
Retirement Income Center has the experience, expertise, and professional licenses and credentials to recommend, implement, and monitor tried and true retirement income planning solutions unavailable in traditional investment advisory firms. Our solutions are customized to your needs. Unlike many stand-alone investment advisory firms, we aren’t tied to, and driven by, a single compensation model.
Retirement Income Center’s motto, which is incorporated in the firm’s logo, is Planning, Managing, and Protecting Your Retirement Income™. This is much more than a motto. It is our daily mission and passion. It is the foundation for everything that we do for our clients.
Planning, managing, and protecting retirement income is no small task. Very few firms offer all three services. Investment advisory firms’ services are generally asset-based. They rarely offer or recommend sustained income management solutions that are an integral part of any retirement income plan.
Life is full of uncertainties and challenges. Planning and managing your retirement income plan, while extremely important, is not sufficient. Unless your retirement income plan is properly protected, your investment assets can be prematurely depleted. Your entire plan can be derailed in a fraction of the time it took to build it. Are you willing to take this chance for you and your family?
It is obvious that we value our relationships with our clients. We are their advocate and fiduciary. We are team players. We work together with our clients and their other professional advisors to help them maintain their independence and dignity throughout their retirement years with the possibility of a legacy if that’s their goal.
At Retirement Income Center, we are driven to help our clients succeed. If you like our approach, give us a call. We look forward to the opportunity to talk to you about your retirement income planning needs.