Income Planning and Distribution

Income planning is a vital component to preserving and protecting your retirement savings. At Barcomb Asset Management our professionals are able to implement a variety of strategies to transition your retirement savings into retirement income.

We will evaluate your current situation and accounts, and develop a plan that will allocate how your assets will be distributed in retirement. Creating and implementing a financial plan will not only help safeguard your assets for retirement, but will also ensure that your retirement savings can withstand the longevity of your retirement.

Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees*, can provide a source of supplemental income throughout your retirement.

*Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.

*Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc…which may affect contract values

Are You Financially Independent?

Request a no-obligation meeting today with Barcomb Asset Management to discuss your financial future.

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