Income Planning
You’ll always have money coming in and money going out. Start by ensuring your income is adequate to maintain your standard of living – not just for today, but with an eye toward the future and the unexpected.
It isn’t about the amount of income that is important, but how you manage the various sources of income. Our income planning process uses a proprietary income planning software called the Income Aviator. We realize that your financial situation and needs will change at different stages of your retirement years. When we begin the design of your personal income plan, we’ll need to identify the various projected stages in retirement and the associated expenses with each stage. Throughout the process, you will receive essential information to explore guaranteed income vehicles, assess the impact of investment income, and avoid the common mistakes people make with one of their largest income producing assets – Social Security. In the end, after reviewing your current financial situation, we will determine an appropriate strategy for generating specific income streams needed to help you live a happy and comfortable retirement.
Give us a call today to start the income planning process, and ensure that you don’t outlive your retirement nest egg.
We Represent You
At Nevada Senior Advisors we are dedicated to navigating you through the various choices to find a plan that best suits your individual needs.