We’ll get you through Retirement. You’ve worked. You’ve planned. You’ve saved. Now you’re at the summit and you’re ready to retire. Many investment advisors can get you this far, but wehave the experience to turn those hard earned assets into a predictable, reliable, and sustainable stream of income. That is our task… We’ll take it from here.
Retirement income planning is fundamentally different than traditional retirement planning where the accumulation of a single lump sum is the primary goal. Instead, our process attempts to define and help achieve the monthly income needed to support your unique lifestyle during retirement. We take a holistic approach, incorporating all potential income sources as we strive to develop a strategy that ensures your essential needs will be addressed—every month, every year—no matter what happens with the markets, inflation and interest rates. We’ll also layer in non-guaranteed income strategies to help generate discretionary funds so you can enjoy your newfound freedom.We work in partnership with our clients to create a custom designed plan that helps produce their desired outcomes, so that they have greater confidence in their lives.
1411 Broadway, 16th Floor
New York, NY 10018
Advisory Services offered through Premier Wealth Advisors, LLC (PWA) & Cetera Investment Advisors LLC., both are Registered Investment Advisors. Registered Representatives offer securities through Cetera Advisors, LLC., a Registered Broker/Dealer. Member: FINRA/ SIPC. Cetera firms are under separate ownership than any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, or visit the Cetera Advisors LLC site at www.ceteraadvisors.com