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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.



  • Portfolio's Structured For Income
  • Investment Product Selection
  • Flexible Plans
  • Lifetime Income Planning
  • Deriving Income From Multiple Sources

3 Pillars


With over 50 years of combined experience, we have helped clients navigate many types of market conditions. There is a good chance we have seen a situation like yours and can draw from our experiences to help you reach your goals.


We believe in fully disclosing all fees and cost associated with your accounts before engaging in a working relationship. We also fully disclose what type of service you can expect, how often you will hear from us and the best ways to reach us for service on your accounts.


We always put your best interest first and adhere to the fiduciary standard. Satisfying each of our client's primary financial planning needs is our top priority.

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.