Retirement Income Planning
A battle-tested retirement plan begins and ends with income - how much will you have and how much will you need? We help you answer both of these questions!
Discover the income for life model
Your path to lifelong, lasting security
If you are a Constrained Investor, you'll want to be cautious about the strategy you use to create your monthly income. Consider The Income for Life Model®. It's an investment strategy with the objective of creating inflation-adjusted income for life. Ask for a Personalized Analysis.
Our Proven Process
Retire with Confidence Using
Our A.R.M.O.R. Process
Five battle-tested steps for building a solid retirement strategy, guaranteeing lifetime income, and protecting your wealth from the potential of market volatility.
Assess Your Retirement Goals & Needs
We begin by understanding your current financial picture and clarifying your vision for retirement. This includes reviewing your income sources, expenses, risk tolerance, and desired lifestyle. By getting a clear snapshot of where you are now, we can better help you protect and grow your retirement nest egg.
Recommend Tailored Income Solutions
Based on our assessment, we identify the strategies best suited to protect your principal and deliver reliable lifetime income. Our focus is on Fixed Indexed Annuities (FIAs)—solutions designed to provide steady gains when the market performs well while shielding your investments during market downturns.
Map Out a Comprehensive Plan
Next, we craft a personalized roadmap that integrates annuities, Social Security optimization, and other key retirement income sources. This step ensures you have a clear blueprint to achieve predictable income flows, manage healthcare costs, and maintain financial independence throughout your retirement.
Optimize for Growth & Protection
With your plan in place, we refine it by looking for opportunities to boost returns and protect your principal. We evaluate various FIA products and riders, making sure you have the right balance between growth potential and downside protection to keep your retirement on track, even in volatile markets.
Review & Recalibrate for Ongoing Security
Retirement is not a “set it and forget it” journey. We’ll schedule regular check-ins to review your plan’s performance, adjust to changes in the market, and adapt to any shifts in your personal circumstances. By continuously monitoring and recalibrating, we help ensure your financial security remains “armored” for life.
"I have trusted Mr. James Tassoni as my financial advisor for the last 25 years. I am a very happy man! "
Frederik Gillespie
