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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 benefits, your individual retirement (tax-deferred) assets, as well as your personal (after-tax) investments. Once we determine your income sources, we help you evaluate your assets to further determine which investments can help create your supplemental retirement income.

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

             The Income Engineer(℠) may include an analysis of:

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