Retirement Income Management is a full service investment management and financial planning firm that focuses on helping our clients create retirement income streams. We offer a variety of strategies that create sustainable, liquid, and predictable retirement income.
We deliver customized income portfolios using multiple asset classes. The results are stable income streams that offer 2 to 3 times the payout of the S&P 500 and the 10 yr. Treasury note. Income streams are also designed to grow over time to combat inflation.
Our custodian is TD Ameritrade. Their open architecture software platform allows us to integrate with cutting edge technology platforms. Clients will be able to view, in real time, their entire net worth and asset class percentages by aggregating all of their investment accounts and assets.
We consider the larger picture when it comes to total wealth planning. It is vital to focus on after tax returns and the efficient transfer of one's estate. Our network of tax and estate planning experts work with us to provide expert service in these areas.