Who we help - Retirement Income Planning

You’ve worked hard all of your life to save your money. Now it’s time to put that nest-egg to work . Let us show you how to create a low-risk income stream so that you can retire with confidence!

As you approach retirement, you may ask yourself the following questions:

  • Should I consolidate my assets?

  • How can I generate income from my retirement savings?

  • Do I have enough money saved to pay my bills and afford a comfortable retirement?

  • Will my assets last through retirement?

Let us help You Developing a Plan

Sharon McCormick can help outline income stream for you. She will evaluate your monthly and annual expenses, current and future income sources and match them against current market conditions. Sharon can help develop a plan that will maximize your cash and protect your assets.

Depending on the level and complexity of your retirement income needs Sharon’s team of professionals can help with the following:

  • Calculate required minimum distributions.

  • Propose solutions to help overcome projected shortfalls.

Investing for Income

With access to our comprehensive platform of investment solutions, Sharon McCormick can help create for you a sustainable income stream from your retirement savings.

Contact Sharon McCormick today!