Objective: Distribute assets
We offer portfolios that seek a defined income distribution goal between 3% and 7%.
These portfolios are designed for investors who are approaching or have entered retirement, having already generated a nest egg, and are seeking to live off the income from their assets.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” —Robert Kiyosaki
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