Experience Objective Retirement Income Planning

When you work with a retirement planner to design your retirement income, you want to work with someone who considers all the options without regard to anything but your best interests.

To plan your retirement income we analyze current cash flow as well as desired future cash flow and liquidity requirements. These will be looked at with regards to your current assets, current retirement planning, and expected income from sources like pensions and social security.

Dependent on these factors, there can be a wide range of options to work towards providing you with the retirement income you need. We will work with you to help you determine the methods that benefit you the most while providing tax efficiency and sustainability.

Securities offered through WFG Investments, Inc., Member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP. We currently have individuals licensed to offer securities in the states of: TX, IL. This is not an offer to sell securities in any other state or jurisdiction.

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