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The Lifetime Income Model™

Couple on boatAt Phronesis Wealth Management, we can analyze and implement a strategic retirement distribution plan with a goal to help increase your income and minimize risk while providing tax efficiency and preservation of assets.

TIME: Which assets should be used first?

The Lifetime Income ModelTM was developed to analyze and implement a strategic retirement distribution plan. It is designed to address current needs while allowing other assets the opportunity to grow until they are needed. By allocating your assets into a series of time-sensitive distribution phases, we can efficiently organize your income needs throughout your lifetime.

NEED: Is there enough money saved?

Inflation, longevity, and taxes can all impact retirement income needs. Our system can help illustrate your annual income so you can plan your lifestyle accordingly. Retirement can last for decades. It takes a qualified financial advisor along with a sophisticated plan to navigate the complexities so you can pursue the retirement you deserve.

TOLERANCE: Are my assets in the correct places?

A prudent portfolio can help manage the overall volatility of your nest egg. Your investments should be kept in line with your own financial goals to help increase your potential for financial independence.

For a printable copy of the Lifetime Income ModelTM click here. To schedule a complimentary consultation, please visit our contact page. We look forward to meeting with you.

*No strategy assures success or protects against loss.