Retirement Income & Investment Strategy

Retirement Income Planning

How much do you need to save to achieve or maintain financial independence?  Do you have a strategy in place that takes into consideration adjustments for investment risk as you get older? Have you considered the tax-implications of your various retirement assets in your distribution plan?  Do you have a distribution plan?   Not only will we help you determine optimal nest egg targets based on your lifestyle and income needs, but we will utilize diversified investment strategies to help you achieve the retirement you deserve.

What Is Involved?

  • Asset Allocation Management
  • Risk-aligned Investing
  • Tax-managed Withdrawal Sequencing
  • Social Security Optimization
  • Spousal Income Planning
  • Legacy Considerations

For more information, or to schedule a confidential, no-cost, no-obligation meeting, contact us today.


Steve McLean

Steven McLean AIF® – President

Brannon Hertel

Brannon Hertel AIF® – Financial Advisor