We believe your savings should provide consistent-reliable income that is deposited, each month, into your checking account no matter what is happening in the stock market.
We help maximize reliable income sources from Social Security, pensions, and annuities to cover your essentials first.
Then we cover the non-essentials in a very detailed and thoughtful year by year spending plan.
"If you had money being deposited into your bank account each and every month that you can spend 100% of each month without having to worry about running out of money, it is very likely you would have less stress and more happiness during retirement.
We help people create income plans that will do just that."