Income Planning For Retirees
SERVICES
What We Do
Once you’ve retired, managing your money becomes more important than ever. During your retirement years, your personal goals and situation — as well as the economic environment — are likely to shift. These changes require careful scrutiny, perhaps resulting in adjustments related to your goals, your portfolio or both.
We can work with you to regularly review and reassess your portfolio to give you confidence that your portfolio is appropriately balanced between growth-oriented investments and income-focused investments based on your financial objectives.
If you are concerned about Income Planning as a Retiree, then we encourage you to contact our office at (706) 922-3590 or complete the form by clicking HERE in order to have someone from our staff contact you regarding your Income Planning needs. Asset allocation and diversification do not ensure a profit or protect against a loss.