Retirement Income Planning
What we offer
AVH Invest offers customized transition planning with experience, transparency and integrity. When you request a complimentary consultation, you will meet one-on-one with an experienced financial advisor to discuss your specific needs. Together we go through our L.E.A.D. planning process and develop a strategy taking into account your resources, goals, time-horizon and tolerance for risk.

RETIREMENT INCOME PLANNING STRATEGIES
- Portfolio's Structured For Income
- Investment Product Selection
- Flexible Plans
- Lifetime Income Planning
- Deriving Income From Multiple Sources
3 Pillars
Retirement Income Strategies Designed For Your Specific Situation
Are you concerned about retirement income? If so, take heart, you are not alone. According to a Transamerica Center for Retirement Studies survey, the number one fear (43%) is Outliving Savings and Investments. A large part of our practice involves helping soon-to-be retirees calm those fears by creating sustainable retirement income plans. We consider this as one of the "Big Three Retirement Decisions" retirees face along with when to collect Social Security and the Pension/Lump-sum retirement decision.
In our practice we discuss six options for structuring retirement income.
- Dividends
- Fixed Income
- Account Liquidations
- Annuities
- Buckets
- Combination
Developing a retirement income plan is a BIG decision and it is never too early to start planning. Consider hiring a professional for a second set of eyes to review your plan. This is one of the "Big Three Retirement Decisions" so why not spend a little time and money to ensure you look at it from all angles.