NextPhase: Retirement Made Clear
The NextPhase Income Distribution Planning Process focuses on a time segmented income distribution strategy for clients. It is key to spend years of accumulating assets in preparation for retirement, but it is just as important to have a plan for distributing those assets in an efficient way. Based on your goals, NextPhase can help!
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.