Our goal with an Income for Life plan is to help our clients manage their assets to last throughout retirement. David L. Brown & Associates creates a road map for your retirement. This road map is designed in partnership with you using a 4-step process:
- Clearly define and understand your planning needs and goals.
- Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables, and health/longevity risks.
- Analysis of the facts and creation of a written, comprehensive plan in a language that you can understand.
- Implementation of the plan: Upon implementation of the plan, we carefully monitor it to ensure it meets expectations, and communicate the results on a regular basis through annual reviews. You will always have my direct number and I will personally answer your calls if you ever have questions or concerns.
An Income for Life plan is designed to help you achieve your retirement goals and objectives and gives you peace of mind.
