White Glove Service
Harris Financial Solutions, Inc. and BCD Advisors believe sometimes it takes more than one source of income to cover the expenses of retirement planning. Income sources like social security, pension plans, and annuities can help offset your retirement expenses. Total inflows during retirement can include the following: planned distributions, investment income, insurance benefits, real estate passive income, asset sales, and income from a business or trust. We customize retirement strategies to comprehensively help mitigate income shortfalls including guaranteed lifetime income, tax-free income, and leveraged income. Please complete the Income Needs Review found in our Resources tab to get a personalized customized income summary.
