Turn your savings into a paycheck you can count on.

SERVICES · RETIREMENT INCOME

Retire on your terms, on your timeline, without the constant worry of outliving your savings. It starts with one question: where will each month’s income come from?

Get a Free Income Review
Get a Free Income Review
Your retirement paycheck Hypothetical
$6,000monthly goal
Social Security$3,100
Pension$900
Annuity$1,200
Gap$800
Social Security$3,100
Pension$900
Annuity$1,200
Gap$800
Already covered
$5,200
Gap to plan for
$800
For illustration only. Not based on any actual client.
25–30+
Years your retirement savings may need to last
62–70
The age window for claiming Social Security
Up to 77%
Larger monthly benefit by waiting from 62 to 70*

Three things every retiree wants to know

THE BIG QUESTION

01
How long will my money need to last?
Many people live well beyond the average life expectancy. Tools like the Longevity Illustrator from the American Academy of Actuaries and the Society of Actuaries let you factor in your age, health, and lifestyle. We use that range to plan for income that keeps going.
02
When should I claim Social Security?
Claiming at 62, at full retirement age, or at 70 can mean a very different monthly check for the rest of your life, and for a surviving spouse. I’ll walk you through your options so you can choose the timing that fits your plan.
03
What if the market drops right as I retire?
A big loss just before or early in retirement can be hard to recover from, because you have less time and you’re already drawing income. Some annuities are designed to protect principal or provide income that doesn’t depend on the market.

MY APPROACH

Build a floor first. Then enjoy the rest.

The idea is simple: cover your essential expenses with income that doesn’t depend on the market. Once the basics are handled, the rest of your savings can go toward the things that make retirement worth it.

When withdrawals begin, we’ll also keep an eye on taxes, so more of what you’ve saved stays working for you.


Lifestyle & legacy
Savings and investments for travel, family, and extras
Guaranteed income
Annuity income that can last for life
Your foundation
Social Security and any pensions

Investment advice for your portfolio is offered separately and exclusively through StrongHold Capital Partners, LLC, a registered investment adviser.

Free retirement income calculator

Will your retirement income cover your spending?

Enter your Social Security, pension, and other income to see what actually lands in your checking account each month, after withholding.

Try the calculator
Takes about 2 minutes. No sign-up required.

Bring your Social Security estimate, any pensions, and account statements. You’ll leave with a clear picture of where your monthly income will come from.

Find your income gap in one conversation.

Schedule a Free Income Review
Schedule a Free Income Review
How it works
How it works
What to bring
Social Security statement (from ssa.gov)
Pension estimates, if you have one
Most recent retirement account statements
A rough monthly budget
Any existing annuity or life policies