Retirement Income Planning

We have access to many retirement income products. Based on your income goals, investment risk tolerances, and time horizons, we will tailor an income strategy for you.  This could include regular mutual funds, to guaranteed income for life, to annuities.  The options are almost endless.

We will meet with you to customize a plan and then visit it regularly to ensure that the plan is meeting your goals and objectives for a happy and secure retirement.


Insurance products and services are provided through Assante Estate and Insurance Services Inc. A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.