Our Clients
We specialize in helping clients from the utilities and telecom industries plan for and execute their retirement income strategies.
For investing in retirement, I utilize a three-bucket approach.
Short Term – One-to-three-year time horizon, includes money markets, CDs, and short-term fixed income – designed to cover near-term cash flow needs
Intermediate Term – Three-to-seven-year time horizon, includes fixed and buffered annuity investments to help secure sources of liquidity beyond the short run
Long Term – Seven-to-ten-year time horizon, focus on equity exposure tailored to a client’s goals and risk tolerance, providing asset allocation and active asset management through advisory services where appropriate for the client
For investing in retirement, I utilize a three-bucket approach.
Short Term – One-to-three-year time horizon, includes money markets, CDs, and short-term fixed income – designed to cover near-term cash flow needs
Intermediate Term – Three-to-seven-year time horizon, includes fixed and buffered annuity investments to help secure sources of liquidity beyond the short run
Long Term – Seven-to-ten-year time horizon, focus on equity exposure tailored to a client’s goals and risk tolerance, providing asset allocation and active asset management through advisory services where appropriate for the client
Asset allocation does not ensure a profit or protect against loss.