Retired investors often feel caught in a zone of low expectations. Can you achieve a higher return without taking on an unacceptable level of risk? Fixed income investors who may have felt satisfied with how their portfolios withstood the markets in 2008, may be unsatisfied now. If you have a substantial mix of fixed income, you may feel beleaguered by persistently low interest rates. Your time in retirement is uncertain and the rising cost of living will take a toll over 10, 20 or 30 years. We can help create an income stream that balances an appropriate level of risk and return over a long period of time. Our goal is to generate a return that exceeds a client’s income requirement.
As you progress through retirement, regular meetings with us will allow you to keep us informed as your needs change, and as you deal with both planned and unexpected events, from financing a move to helping a relative.