Lifetime Income Model ™
Analyze and Implement a prudent retirement distribution plan
The Lifetime Income Model™ is designed to analyze and implement a strategic retirement distribution plan with a goal to help increase your income and minimize risk while providing tax efficiency and preservation of assets.
TIME
Which assets should be used first?This unique Lifetime Income Model™ is designed to help meet current needs while allowing other assets the opportunity to grow until they are needed. By allocating your assets into a series of time- sensitive distribution phases, we can efficiently organize your income needs throughout
your lifetime.
NEED
Is there enough money saved?Inflation, longevity and taxes can all impact retirement income needs. Our system can help illustrate how long your money may last so you can plan your lifestyle accordingly. With many of us spending one quarter of our lives in retirement, it takes
a qualified advisor along with a sophisticated plan to navigate the complexities.
TOLERANCE
Are my assets in the correct places?A well-diversified portfolio* by asset classes, tax strategies and your income needs can help reduce the volatility of your overall portfolio. Your investments should be managed prudently and kept in line with your own financial goals. Using the Lifetime Income Model™ can help increase your potential for financial success.
Lifetime Income Model™
While other firms only consider your age for retirement planning, the trained advisors at Integrated Financial Partners, Inc. provide you with customized plans and personalized solutions to address your specific needs. While our process is structured, the quantity of portfolios, the asset allocation mix and the time horizon is based on your individual circumstances, needs, goals and risk tolerance. The result is a comprehensive road map to help guide you toward your financial success.
*Diversification may help reduce, but cannot eliminate risk of investment losses.
