About the Book

Income for Life is intended to be a basic guide to educate those nearing or just entering retirement. It provides a solid foundation on which to base a retirement income strategy and prepares the reader to make sound financial decisions.

We are passionate about supporting people through the transition into retirement and firmly believe that clarity in the plan leads to confidence in the future. For decades, we have been working with clients, speaking to groups, and conducting workshops that implement the principles we believe in.

With Income for Life we hope to reach more people with our message. Our focus is on serving the customer and providing empowerment through education; offering solutions, not pushing product. Income for Life steps the reader through the process of assessing their readiness to retire and lays the groundwork for creating a personal roadmap toward retirement.

By taking the responsibility to think through the answers to questions raised in the worksheets and the text, the reader will come away with the foundation of a retirement income plan, a clear roadmap for converting savings into income, clarity in thinking about risk beyond market risk, and be positioned for a meaningful conversation with a professional advisor. You only get one chance at retirement, so do it right. After a lifetime of work, don’t short-change your retirement years.

It all starts with a plan. Once the plan is in place, fear and confusion change to confidence.