1700 E Golf Road
We understand that your portfolio must not focus solely on return; we must plan for the eventual distribution and use of those assets at the appropriate time. We have found the concept of "Time Buckets" useful in clarifying your investments "intent" and "time horizon."
At retirement, a fundamental question becomes, "Where do I take the money from?" We develop strategies with you for the efficient withdrawal of income that fits your needs and objectives. We break down the income goals you have into time periods, and each period is a "Bucket."