Advanced Time Segmentation:

Advanced Time Segmentation® is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income.

A strategy-driven practice

Most retirees or pre-retirees with a wealth accumulation strategy, hunger for stability and are attempting to avoid risk. They strive to build their portfolio on investments that will provide income for their lifetime and beyond. Strategy-driven firms have adopted an approach to retirement planning that incorporates time segmented retirement income distribution, a strategy that aims to provide investors with stability, growth and income.

Our Strategy

Advanced Time Segmentation® seeks to provide investors with stable, predictable income while giving time for future possible growth. We take principles that were exclusive to the wealthy, and make them accessible to everyone. We mathematically calculate your risk, inflation-adjust your income, and strive to ensure a lasting legacy. We do all of this by implementing a strategy with every portfolio so that time is on your side.

Building Confidence

A financial plan needs to focus as much attention on wealth distribution in retirement as it does on wealth accumulation during one’s working years. A successful time segmented wealth distribution plan is designed to provide confidence for retirees into their 80’s, as it did in their 60’s.

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