Having sufficient retirement income for clients during their retirement years is crucial, and we developed a process to address this need, called “Retirement Income Optimization (RIO)”.

Process: Retirement Income Optimization (RIO)

Retirement Income Optimization (RIO) is one of our most popular services for retired or those nearing retirement. RIO is a 60-minute meeting where we take inventory of all sources of income. We then optimize the mix to generate the desired level of income for the least amount of taxes possible.