WILL MY SAVINGS BE ENOUGH?

As you approach retirement one of your understandable concerns is creating an income stream that will last through your retirement. Regardless of your personal wealth, you have a specific lifestyle that you undoubtedly would like to continue as you travel through your retirement. We have several strategies, including tax deferred investments that give you and your family a reliable continuous stream of retirement income, much like a pension.  We also focus on minimizing any tax…

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IF STABILITY IS WHAT MATTERS

The FIPS portfolio is a “Fixed Income Portfolio Strategy” that is actively managed on a daily basis to deliver dividends in the range of 4-8%/yr. This portfolio typically contains ETFs (Exchange Traded Funds) and/or mutual funds.  All positions in this portfolio are chosen for their dividend stability based on historical performance. It also may contain publicly traded REITs (Real Estate Investment Trusts), as well as high yield bond,  master limited partnerships and utility ETFs.  This…

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