Retirement Income

When you set money aside for retirement, is your ultimate goal to:

Build a large nest egg, regardless of its future liquidity and tax obligation, or to
Replace your paycheck so that you can attain true financial freedom for the remainder of your lifetime?

If you’re like most people, you may be saving and investing on a regular basis. But the truth is, that’s only half the battle – because retirees don’t live on net worth, they live on income.

So, unless or until you have a method in place for converting your savings and investments into an income stream, your retirement plan won’t truly be complete.

For moving you closer to your goals, we use a process that will help you to dig down deep and clarify what true financial freedom in retirement means to you.

In doing so, we will be able to develop a much more precise “financial roadmap” for you for meeting your specific objectives.

When you’re ready to create an ongoing and sustainable income plan for the future, we can put you on the right track. For more information on how our proprietary retirement income process works – and how it could work for you – for a no obligation introductory meeting.

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Not affiliated with the U.S. Federal Government or any government Agency. Investment Advisory Services offered through BWM Advisory, LLC (BWM). BWM is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Although we make great efforts to ensure the accuracy of the information contained herein we cannot guarantee all information is correct. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Any comments regarding guarantees, safe and secure investments and guaranteed income streams or similar refer only to fixed insurance and annuity products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BWM Advisory, LLC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term products of the insurance industry designed for retirement income. They contain some limitations, including possible withdrawal charges and a market value adjustment that could affect contract values. Annuities are not FDIC insured.