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Newsletters
  • Due Date Approaches for 2017 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • Four Tips for Downsizing in Retirement
    Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and
  • Cartoon: It's Tax Time Again!
    Content will appear in the future.
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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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.