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Newsletters
  • From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
    Each time you connect to the Internet, you risk becoming the victim of a cybercrime. It's the price we pay for living in a digital world — whether
  • Managing Debt While Saving for Retirement
    It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.
  • Examining the Taxpaying Population: Where Do You Fit In?
    Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and
  • Is the Social Security Administration still mailing Social Security Statements?
    Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    
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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.

 

UPCOMING EVENTS
  • Rejuvenate Your Retirement
    Thursday, September 28, 2017
    1:00 PM - 3:00 PM
    
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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.