In our view, sufficient retirement income and managing risk go hand in hand

Having enough income throughout your retirement years is a matter of sound planning and risk management. So we have developed a distinctive asset dedication strategy that enables us to focus on your individual asset distribution needs and manage the risk associated with those assets. This strategy provides a framework that is disciplined in approach yet remains flexible to your changing needs.

As part of managing asset risk, we will set aside approximately five years of income away from the stock market to keep this money available when you need it. We will also meet annually to review your plan to see where we can optimize investments relative to your retirement time horizon. To explain our asset dedication strategy, we use a series of three “buckets.”

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