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