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4012 Lonesome Rd.
Mandeville, LA 70448
(Appointments available in Metairie)

Retirement Income

The transition from an accumulation portfolio to a retirement income portfolio is a specialized process. As a Chartered Retirement Planning Counselor (CRPC®), it is suggested to begin this process 5-10 years before your retirement.

This portfolio should provide for retirement income as well as inflation protection. Two of the main concerns of retirees are the loss of purchasing power from inflation and health care costs. Both of these uncertainties can be planned for in a retirement portfolio.

Call today to learn more regarding the transition to a retirement income portfolio.