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Moving out of the accumulation phase of our lives, demands new strategies with money as the distribution phase starts.

When taking money from your investments in retirement, everything changes. The MATH totally changes!

Our Income Planning philosophy is based on the idea that we create a PayCheck for all of your fixed retirement expenses, then a PlayCheck for your discretionary retirement spending. Additionally, if financial resources permit, we create deferred streams of income for hedging inflation.

After your income program has been established, we take any additional financial resources and establish a plan for the cost of care and/or a comprehensive legacy plan for your heirs.

We accomplish this method of extremely predictable income management by incorporating the following programs:

  • Budget Analysis

  • Needs Assessment

  • Guaranteed Fixed Insurance Strategies (self-funded taxable and tax-free pensions)

  • Deferred Fixed Income (Hedging Inflation)

  • Safe Growth Alternatives

To schedule a retirement income planning conference , please fill out the contact information on this page or call our office for an appointment.

Why Use Estate Protectors?

Estate Protectors services compliment and go far beyond what an attorney’s office will provide you.

It is through our experience and relationships with other advisory professionals that puts us in the position to ask for, “the opportunity to manage all of your estate, financial, insurance and aging needs”.

The intention of Estate Protectors is to create a close relationship with our clients so they feel confident with us managing all facets of their estate and financial needs. We operate as the Estate Quarterback, communicating with the family, while coordinating the efforts of other professionals.

Please contact our office for an Estate Plan Review and let us determine whether your affairs are in order and your legacy is protected.

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