Broker Check

The Income Engineer

The Income Engineer creates an income track to supplement your retirement. We will review your income sources to create your initial retirement income. 

The Income Engineer will take into consideration your Social Security benefits, your pension, your individual retirement (tax deferred) assets, as well as your personal (after-tax) investments. Once we determine your income sources, we consider investments to see which assets can help create your supplemental retirement income. 

The Income Engineer  makes allowances for inflation and market influences to help provide you with potential raises over time. By reviewing your income needs on a regular basis, we can modify your income as appropriate. 

The Income Engineer may include:

  • Social Security Benefits
  • Pension Benefits
  • IRA Accounts (Traditional or Roth)
  • Retirement Accounts
  • Investment Portfolios
  • Income Tax Planning