With improvements in healthcare, diet, and exercise habits, Americans are generally living longer lives and enjoying more active and vibrant retirements. Early retirement has also become more common, thus resulting in many retirees facing the challenge of not outliving their retirement assets.
Income Distribution planning is the process by which the assets you collected as you were preparing for retirement (the accumulation phase) are paid out to you during your retirement (the distribution phase). The strategies that you used during the accumulation phase are very different than the strategies that you would use during the distribution phase.
One process that we utilize is called the NextPhaseTMRetirement Income Planning Process; it is a time-segmented, inflation-adjusted strategy that is designed to help you find a balance of investment choices with different, complementary risk and growth opportunities.
Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Securities offered through Securities America Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors Inc. Timothy J. Aguillard, Representative Integrated Financial Management, LLC and the Securities America companies are unaffiliated.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.