ESTABLSHING INCOME TO

LONGEVITY RATIOS

Establishing Income to longevity Ratios and Income Planning

Preserving the longevity of income is crucial in developing a sustainable passive income stream that will last our clients for the rest of their life.  Establishing a strong income to longevity ratio secures our financial independence and freedom and does so in a way that carries on for future generations.  Income planning in retirement should take a number of factors into consideration:

  • Market volatility and Loss
  • Illness and unexpected events
  • Taxation
  • Preservation of underling assets



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