900 Southwest 16th Street
We use a proprietary plan called Advanced Time Segmentation to create income plans for our clients.
WHAT IS ADVANCED TIME SEGMENTATION?
At its core, we match our client's assets to their income liabilities. Meaning we create a strategy that provides inflation-adjusted income that addresses risk by giving investments time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income.
A STRATEGY-DRIVEN PRACTICE
Most retirees or pre-retires who have built a nest egg over the years hunger for stability and are attempting to avoid risk. They strive to build their portfolio on investments that will provide income for their lifetime and beyond.
Our approach incorporates a strategy that aims to provide our clients with stable, predictable income while giving time for future possible growth. We mathematically calculate your risk, inflation adjust your income, and strive to ensure a lasting legacy.
A financial plan needs to focus as much attention on wealth distribution in retirement as it does on wealth accumulation during one's working years. A successful time segmented distribution plan is designed to provide the same confidence for retirees into their 90s, as it did in their 60s.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.