Check the background of this financial professional on FINRA's BrokerCheck.
  • Is Smart Beta a Smart Strategy for You?
    Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
  • Tax Benefits of Homeownership
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
  • Is It Wise to Trade Your Pension for a Lump Sum?
    Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
  • Are you ready to retire?
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
  • What is an ERISA fiduciary?
    The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
Client Profile
The ideal client for Percy E. Bolton Associates' services is an individual or family who:
  • Is in the retirement or drawdown stage of life.
  • Is in the pre-retirement stage of life, within five to ten years of retirement.
  • Is concerned about outliving his/her assets.
  • Is in need of 'retirement income' and desires a consistent "paycheck" like cash flow.
  • Wants to consolidate assets into a complete income strategy.
  • Wants a complement or alternative to annuity products or other "retirement-income type" vehicles.
  • May not necessarily be in retirement or pre-retiree stage but is looking for a specific cash flow stream.


Upcoming WEBINAR
  • When Should You Begin Receiving Your Social Security Retirement Benefits?
    Saturday, June 10, 2017
    11:00 AM - 12:30 PM

    What You Need To Know To Maximize Retirement Income.

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Blog  

 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  866-610-5559,

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.