If you’re like most investors in retirement or thinking about your eventual retirement, you hunger for stability yet yearn for growth. Growth isn’t just a preference but a requirement. The time for a new start is now! Advanced Time Segmentation® is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income.
A Strategy-Driven Practice
Most retirees or pre-retirees with a wealth accumulation strategy hunger for stability and are attempting to avoid risk. They strive to build their portfolio on investments that will provide income for their lifetime and beyond. Strategy-driven firms have adopted an approach to retirement planning that incorporates time segmented retirement income distribution, a strategy that aims to provide investors with stability, growth and income.
Our Strategy
Advanced Time Segmentation® seeks to provide investors with stable, predictable income while giving time for future possible growth. We take principles that were exclusive to the wealthy and make them accessible to everyone. We mathematically calculate your risk, inflation-adjust your income, and strive to ensure a lasting legacy. We do all of this by implementing a strategy with every portfolio so that time is on your side.
Building Confidence
A financial plan needs to focus as much attention on wealth distribution in retirement as it does on wealth accumulation during one’s working years. A successful time segmented wealth distribution plan is designed to provide confidence for retirees into their 80’s, as it did in their 60’s.
Advanced Time Segmentation®
Advanced Time Segmentation® is a strategy that matches unique retirement income needs with time-segmented investments. This approach segments retirement assets into certain categories. The categories are based ON the period of time in retirement when the assets are expected to generate income.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.
