Creating Your Retirement Income Plan

Over the years, you’ve been building up a healthy retirement portfolio. Now, you’re getting ready to reap the benefits of that preparation. But have you considered how you'll turn your savings into the retirement you've been dreaming about?

This guidebook answers your retirement income questions using a case study on creating a sustainable retirement income strategy.

In this free guidebook, you'll learn about:

• Establishing a goal-oriented retirement income strategy: Strike a balance between risk tolerance and time horizon to provide your plan with flexibility.
• Achieving tax efficiency through tax diversification: Allocate your assets between different "tax buckets" and timeframes using the Your Money Matrix™.
• Understanding common retirement risks:  including longevity risk, inflation risk, public policy risk, and withdrawal rate risk, then put them all together for a full view of what threatens your portfolio.
• The value of comprehensive financial planning: Retirement planning is an ongoing process that needs to be continuously tailored to your unique situation. We show you the value of working with an experienced team to craft your unique retirement income strategy.

Start building your dream retirement today. Download this free guidebook and start working towards the retirement you've been aiming for. After you've done your reading, you'll also have the opportunity to schedule a free, no-obligation meeting with one of our financial advisors. We're here to help you make more confident decisions regarding your retirement plan!