Retirement Income
Don’t let uncertainty cloud your golden years.
Our strategic approach to retirement income ensures you have the funds you need, when you need them, while your wealth continues to grow. Retire on your terms with Lifeworks Advisors.
Navigate the challenges of retirement with confidence.
Generate reliable income
You need a reliable income from your assets to enjoy your retirement with confidence. Without a steady paycheck, how can you ensure your savings will provide the lifestyle you desire?
Keep up and outpace inflation
To keep up with inflation and maintain your lifestyle, you’ll need to roughly double your income every 15 years. Are you equipped to handle this challenge?
Have peace of mind
The one certainty in retirement is that the market will go up and down. You need a strategy that gives you confidence you’ll weather the storms without sacrificing your quality of life.
Why traditional approaches fall short
Typical percentage-based withdrawal schedules cause you to re-evaluate your plans with every market fluctuation, leading to unnecessary stress and uncertainty. Traditional asset allocations that minimize risk are often too conservative to keep up with inflation. And neither approach provides the predictability you need to truly enjoy your retirement with peace of mind.
Our approach balances short-term security with long-term growth.
At Lifeworks Advisors, we use an innovative bucket approach to give you short-term income security while growing your assets for the long term. We designed our innovative approach to retirement income to give you:
Predictable income in unpredictable markets
Your first bucket locks in your income to cover all your needs for the next year so you can weather market ups & downs without worry or sacrifice.
Confidence in the future
Your second bucket is designed to grow smoothly, so you have confidence you have everything you need for the next 3-5 years. It’s the ultimate peace of mind.
Grow your assets to combat inflation
Your long-term growth bucket is designed to stay ahead of rising costs and maintain your lifestyle throughout retirement and never have to sacrifice your legacy for security.
Flexibility for life’s changes
We believe your retirement plan should adapt to you, not the other way around. Our dynamic approach adjusts your income plan as your needs and goals evolve.
How a Lifeworks membership works
Our flat-fee membership is designed to save you money.
At Lifeworks, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services we know of. For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings to keep you on track and your plan current
- A dedicated family-office-style team of financial advisors
- Dedicated tax planning meetings throughout the year with your financial advisor and our CPA partners
- Access to discounted 1040 tax preparation and filing from our CPA partners throughout the country
- 3-year audit of business, real estate, and personal returns
- Free Will & Estate Plan
- Risk mitigation strategies to protect your wealth and your family
- No commissions, hidden fees, or kickbacks…ever.
- We don’t require you to move your money.
- No high-pressure sales tactics. We’re here to serve.
- No risk or style buckets. Investments personalized to your plan.
Start planning your best life today.
Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
Build your plan.
We’ll help you build a tailored roadmap so you can live your best life.
Transform your retirement outlook today.
It’s time to retire your worries about retirement income. Let Lifeworks Advisors show you how our innovative bucket strategy can provide the steady income and long-term growth you need for a truly enjoyable retirement.