Our   Services

Portfolio Management | Retirement Planning
Tax Strategies | Income Planning | Estate Planning


Results In Advance Planning (RIAP) is a process that allows you to make decisions by verifying the potential outcomes in advance, before you make them. It’s a partnership relationship that allows you to stay in control of your choices but do so knowing that you have a qualified professional to assist you in creating your best plan. Retirement choices are not mutually exclusive, but rather dependent on the entire financial condition of the individual.
Independent RIA

Portfolio Management

We believe that emotion-free formulas rooted in academic research can help investors avoid poor decision making, while simultaneously increasing their statistical probability of success.
Clients experience custom tailored strategies & allocations that consider their unique risk profile, investment objectives and tax qualification of their investments. To help preserve and grow wealth, our goal is to help avoid large market losses and shoot for consistency in various market cycles.

Retirement Planning

If you're a pre-retiree or retiree, you may have encountered financial planning that was complex, confusing, and expensive. We believe this traditional approach is flawed. A straightforward, one-page analysis of your retirement situation can offer valuable insights into the likelihood of success.

You Deserve Better

“The future will come whether you plan for it or not. Will you have the future you want or the future that happens to you by default?”
– Bill Bachrach

Tax Planning Strategies

Is Uncle Sam going to be your main partner in retirement? Americans face longevity, market risk, and inflation as key headwinds today.
As most people approaching retirement and those who have already retired have the majority of their savings in tax-deferred accounts such as traditional IRAs, 401(k)s, 403(b)s, etc., it's important to consider that these savings will be subject to ordinary income tax rates when they are withdrawn. Higher future tax rates can significantly reduce your wealth. By carefully planning contributions and withdrawals from tax-advantaged retirement plans, we can help you minimize the tax impact of your financial decisions

Income Planning

The number one concern of retirees today is the possibility of outliving their money.
Nowadays, people are living longer than ever before. Partnering with a team that recognizes the structural differences of life phases, accumulation vs distribution is important. Proper income planning can help you feel more confident your money will be there when you need it.

Estate Planning

Estate planning is so much more than just leaving stuff to people. It’s about protecting the people that you love.
Knowing that you have properly prepared and planned your estate will provide you and your family with peace of mind. Estate planning is one of the most considerate and thoughtful things you can do for yourself and your loved ones. Our planning services include guidance on how to correctly plan for your estate goals. We coordinate all your estate planning needs through a unique platform that connects with attorneys and other professionals."
Let's begin.

Complimentary "Get Acquainted" Meeting

Independent RIA

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Copyright © 2020 The Retirement Income Group | Powered by AdvisorFlex