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When you shift from living on a employer paycheck to living on retirement income, you start thinking about money differently; creating income from your portfolio, your resources, Social Security and pension benefits takes a different approach.

As consultants, Percy E. Bolton Associates, Inc. specializes in working with retirees who are seeking a retirement income plan that can provide them with steady cash flow in retirement with flexibility and control. We offer expertise, service and comprehensive advice in addition to a full range of solutions to help you manage your assets and liabilities throughout retirement.  The following is the components of our retirement income solution.

1.        First, determine what your social security benefits will be at different retirement ages.  
2.        Determine what your income will be in retirement.  
3.        Calculate the amount of assets and investments you will have available to spend in retirement.
4.        Determine what your expenses will be in retirement.
5.        Determine healthcare coverages including Medicare options and/or private insurance in retirement.  
6.        Estimate how many years your assets and investments will last in retirement.
7.        Finally, develop a specific plan or strategy to generate an income from your retirement savings.



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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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