MANAGING Your Retirement Income

Retirement Income System

At Retirement Income Center, we take the time to understand what you want out of life - for yourself and for your family. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals.

We have years of experience collaborating with clients like you. We believe your financial informaton should be organized, up to date, easy to understand, and accessible to you whenever you want, from wherever you are.

We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plans along the way.

Personal Financial Website

You may have noticed, clicked on, or hovered over the 
MY INCOME CENTER  link in the top right-hand corner of this and other pages of Retirement Income Center's website. If you click on or hover over this link, the first of two available choices you will see is Retirement Income System .

The Retirement Income System is Retirement Income Center's retirement income planning, management, and protection system for our clients. It serves as a highly secure, up-to-date window into your entire financial world. 

It's accessible to you at anytime from anywhere with an internet connection or mobile device. Unlike online banking, online shopping or bill pay, our system is non-transactional.

The Retirement Income System is a high-end, comprehensive dynamic system that's provided to our retirement income planning clients at no additional charge. It's also available to our non-retirement income planning clients as a stand-alone system for a one-time set-up fee and an annual maintenance fee.

Key Benefits to You

Some of the key benefits to you of using our Retirement Income System include the following:

Complete Financial Picture

We link all of your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.

Deeper Understanding, Better Recommendations

Our 360o view of your financial world can help improve overall performance, minimize the impact of debt and taxes, and enhance your lifestyle. With your goals as the centerpiece of our process, we provide you with financial reports that clearly illustrate where you are now and how our recommendations can help you reach your goals.

Monitor Progress

With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.

Increased Collaboration

Our Retirement Income System provides you and our firm with a secure view of your financial progress. We can collaborate with you online at any time, no matter where you are. With your permission, we can even share specified information online with your other professional advisors.

Bob Klein Featured on American College Wealth Channel

Bob Klein participated in a series of educational interviews with David Littell, the co-director of The New York Life Center for Retirement Income at The American College in Bryn Mawr, Pennsylvania in January, 2014.  

In this video, Bob discusses how he uses technology to improve retirement planning.


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