Our Service Offerings
Our comprehensive approach to guaranteed income planning is built on a foundation of education, evaluation, and customized solutions that fit your unique financial situation.
Guaranteed Income Education
Retirement planning can be overwhelming, but it begins with understanding. At Scottsdale Wealth Advisory, we educate you on how guaranteed income sources and pre-retirement savings work together to provide reliable income. We aim to help you position your assets wisely and prepare for unexpected risks.
Understanding Your Options
Creating a secure retirement income stream requires balancing guaranteed income sources with your pre-retirement savings. We help you determine the income needed for essentials and discretionary spending, giving you a clear understanding of how to build efficient income streams. A combination of pensions, Social Security, and annuities, along with an assessment of your assets, forms the foundation of a robust income plan.
Assessing What You Already Have
Before diving into new strategies, it's essential to assess what resources you already have. We start by evaluating your current retirement savings, employer pensions, Social Security benefits, and other assets. This helps us to create a clear picture of your financial landscape and determine how best to structure your retirement income streams to meet your needs.
Building a Guaranteed Income Plan
After assessing your financial situation, we create a personalized plan for steady retirement income, addressing risks like market volatility, inflation, and longevity. Our approach ensures essential expenses are covered, with options for guaranteed income for discretionary spending, safeguarding your savings for a secure, worry-free retirement.
