Creating a Reliable Revenue Stream You Can't Outlive
Most Advisors focus on the wealth accumulation phase, but generating income that lasts your lifetime - preferably tax-efficiently - is a different skillset and an essential part of the overall planning process.
There are many variables to consider when planning for retirement: inflation, rising health care costs & long-term care expenses are just a few examples of things that can affect your retirement income. Our team can help you create an income plan with the goal of providing a sustainable, predictable, tax-efficient stream of income based on your age, values and vision of retirement. In addition, based on your risk tolerance, we’ll develop an asset allocation strategy so that you have an effectively diversified portfolio that helps deliver what you need and what you want in retirement.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA& SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Smart Capital Management are not affiliated.
This communication is strictly intended for individuals residing in the states of CO, FL, ID, LA, MI, MN, MT, OR, PA, TX, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19507 - 2019/11/22 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.