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The overarching objective of Percy E. Bolton Associates, Inc. is to understand and address the evolving interests of retirees, leading to progressive, smooth running and cost efficient retirement income management processes.

Percy E. Bolton Associates, Inc. was founded in 1986 with the mission of providing high quality, independent consulting services. We are one of the only a few independent, fee-based firms specializing in retirement income planning and committed to providing objective and unbiased advice.

Our firm is responsible for helping client gather data, developing the retirement plan, implementing the suggestions, monitoring the outcomes against goals and managing every phase of their pre- and post-retirement financial affairs at the household level to adjust the plan and resulting action as needed to achieve and maintain their desired standard of living.

Percy E. Bolton Associates, Inc. is a Registered Investment Advisor with the State of California. As advisors, we have no ties to other financial institutions or to specific asset managers that might limit our independence and objectivity. Our accountability is to our clients, in keeping with the highest professional standards.

You worked hard to save for the future and have put careful thought into saving for and living in retirement. As you approach life transitions in retirement, you’re looking for ways to make that vision happen. 

Most financial planning firms today have been designed primarily to help you invest and build your retirement savings. That’s only one part of the retirement puzzle.  As you transition to and live in retirement, your needs and challenges go beyond traditional financial strategies.

As a retiree who invests to sustain your lifestyle, you face unique challenges. Your strategies and decisions must be consistent with your age, health, resources, and goals – such that income needs are met for your life and typically, that of your spouse’s life. 

The other part of the retirement’s puzzle is consumption. The success of an income objective often depends on your ability to adhere to a disciplined spending plan. And in many ways, you cannot depend on other sources of income to cover shortfalls when you suffer losses in the market.

It is our mission to answer the common questions many retirees are asking about how to create a successful retirement plan to ensure that they reach their desired level of comfort and freedom.

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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.
 


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