At Bulwark Capital, we want to help you go from retirement hoping to retirement planning. Longer life spans and the changing definition of what type of lifestyles retirees want to experience add to the importance of developing a strategy to generate income that can last you for the rest of your life.
Having a lifetime-income strategy and plan can help ensure you have the financial resources to navigate through a series of risks you could face during retirement. These may include inflation, market volatility, health care costs and other unexpected expenses. Our initial risk review is a great way to discover where your portfolio may have unnecessary exposure to financial risk and get an assessment of where you’re at on your retirement road map.