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Percy E. Bolton Associates, Inc. is in the business of helping retirees live a better life. Our ideal client is an individual or family who: 
  • Is in the retirement or drawdown stage of life.
  • Is in the pre-retirement 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 "pay-check" like cash flow.
  • Wants to consolidate assets into a complete income strategy.

If you fit this description of our ideal client and want to find out if a relationship may be appropriate, start the onboarding process today.


Roth IRA
  • Are You Thinking About Converting to a Roth IRA?
    Thursday, March 22, 2018
    11:00 AM - 12:30 PM
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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  626-356-9660,

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.