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Newsletters
  • Questions to Ask Before Buying That Thing You've Always Wanted
    Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
    It's no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow
  • It's Time for Baby Boomer RMDs!
    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
  • What can I learn from looking back on my financial situation in 2017?
    If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
  • What financial resolutions should I consider making as I look ahead to 2018?
    A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
    
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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.

 

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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  626-356-9660, pebmailbox@percybolton.com



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.