Creating income for the next chapter of your life.
With retirement often lasting 20-plus years, amassing a large amount of money in investment accounts may not be enough anymore. Retirees should plan for ways to help their money grow and generate income.
Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job.
Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At Thumb Bank & Trust, one of our Sorrento Pacific Financial, LLC (“SPF”)* Financial Consultants can help you work to overcome several retirement income challenges and create a predictable income stream by:
- Uncovering your basic expenses and discretionary expenses
- Evaluating current sources of retirement income
- Identifying potential gaps between income and expenses
- Anticipating fixed and discretionary expenses in retirement
- Positioning assets to generate income
- Uncovering new sources of income
To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.