Don’t outlive your assets
Work with a trusted fiduciary specializing in helping you create a sustainable monthly income to last your lifetime
“Retirement is not the end of the road. It is the beginning of the open highway.” – Author Unknown
Investably specializes in helping clients enjoy their retirement by creating a monthly retirement income stream by that may incorporate:
Reducing long-term tax liability
Optimizing withdrawal strategies
Coordinating optimal social security strategy
Allocating for healthcare cost assumptions
Creating a greater source of tax-free income
Minimizing Medicare surcharges if applicable
Protecting inheritance for your loved ones
Aligning a more tax-efficient charitable giving
Once we have created your optimal macro retirement income strategy, we will design your personalized investment strategy to help extend your portfolio longevity
Watch A Brief 7-Minute Video on How We May Help You
Create Monthly Retirement Income
Risk of outliving your assets
Risk of not keeping up with inflation and increased healthcare cost
Risk of investments being affected by the timing of retirement, market conditions, or more
Actively managing risk and taking advantage of opportunities to de-risk when prudent
Managing expectations of what you can anticipate having at each segment
Managing fears that you may outlive your assets
Living longer and potentially outliving their assets
Wealth gap resulting in lower retirement savings
Loss or reduced income due to caregiving
More student loan debt
Lack of equal pay
Mommy-tracked in their professional careers
Lack of access to capital in funding their businesses
Subject to the Widow penalty