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Retirement Income Planning


You’ve spent your whole life working and building your nest egg. Now it’s time to put your assets to work so they can generate income for your retirement.

As you Approach the Golden Years, Genesis Wealth Advisors Team of Financial Advisors can Help Answer such Questions as:

  • Should I consolidate my assets?
  • How can I generate income from my retirement savings?
  • Do I have enough money saved to pay my bills and afford a comfortable retirement?
  • Will my assets last through retirement?



Developing a Plan


Our team of Financial Advisors, can create a plan to project a target income goal. Taking into consideration your monthly and annual expenses, current and future income sources and current market conditions, the Genesis Wealth Advisors professionals can help you identify a strategy to maximize the longevity of your assets.

Depending on the Level and Complexity of your Retirement Income needs, they can Help with the Following:

  • Develop a budget for every day expenses.
  • Provide multiple models for retirement spending patterns using a variety of analysis strategies.
  • Calculate required minimum distributions according to your projected tax bracket.
  • Propose solutions to help overcome projected shortfalls.



Investing for Income


With access to a comprehensive platform of investment solutions, through Lincoln Investment, our team of Financial Advisors at Genesis Wealth Advisors can help you bolster your portfolio to create a sustainable income stream from your savings.



Genesis Wealth Advisors professionals can help you manage your retirement cash flow and gain a clearer picture of your income and expenses.



To learn more about Retirement Income Planning and other financial services, contact Genesis Wealth Advisors to schedule an appointment today.