Broker Check

Mailbox Money

We specialize in providing income investments and strategies for retirement. Investment assets fall into two categories, growth and income; much of the industry focuses on growth. Each and every month our clients go to the mailbox to collect checks which supports their retirement lifestyle. They are typically in or approaching retirement enjoying a predictable monthly income… “Mailbox Money”.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.