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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