Independence Wealth

Retirement Income

Our retirement income services are designed to provide you with a secure and enjoyable retirement by optimizing your income streams. Make the most of your assets, such as rental income, healthcare and insurance, Social Security benefits, a pension, 401(k)s, and IRAs to ensure you have the financial stability and peace of mind you deserve throughout retirement.

What This Includes

  • Turn your nest egg into a reliable stream of income
  • Plan to collect Social Security in a manner that is customized to your specific situation
  • Understand how your various income sources most efficiently fit into your plan

How We Approach Retirement Income

We help you convert your savings into a reliable income stream by optimizing Social Security timing, pension decisions, and withdrawal strategies so you can maintain your lifestyle without worrying about running out.

Who We Work With

We work with individuals and families who have done the hard work of saving and are now focused on making smart decisions with what they’ve built. Most of our clients:

  • Are between the ages of 55 and 70
  • Have $750,000 or more in investable assets
  • Want a fiduciary advisor who puts their interests first
  • Are looking for a comprehensive plan — not just investment management
  • Are approaching retirement or already retired and want to make their money last

What to Expect When You Work with Us

Our process is straightforward and low pressure:

  1. Introductory Call — A short call to learn about your situation and see if we’re a good fit for each other.
  2. Independence Wealth Blueprint Presentation — Our first working meeting where we dig into your financial picture and the questions that brought you to us.
  3. Discovery Meeting — We present our observations, recommendations, and a full picture of how we’d work together going forward.

There’s no obligation at any step. Our goal is to make sure the fit is right for both of us before moving forward.

Related Services

Schedule a Complimentary Consultation

Independence Wealth Advisory Services LLC is a registered investment adviser in the State of New Jersey. Registration does not imply a certain level of skill or training.