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Retirement Income

It’s been suggested that your retirement income goes a long way in helping determine your retirement outcome.

Your retirement income is where we start the planning process. Whether you are 10 years away from retirement, or 10 years into retirement, we begin the planning process with a retirement income assessment. Do you have “enough?” What is “enough?”  Will it last?

If someone were to ask us what we do for our clients, it would boil down to helping them answer one seemingly simple question:

“Am I going to be OK?”

The process of formulating a predictable income stream with the goal of long-term sustainability is something we address utilizing the Asset-Cycle Portfolio System®.  It may sound fancy and complicated, but our clients find it to be “so simple, it’s profound.”

We’ve found that our clients enjoy the confidence that comes from knowing where their next retirement paycheck will come from.

Damian Rothermel is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Rothermel Financial Services is not affiliated with USA Financial Securities.

Damian Rothermel is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ;CA;HI;OH;OR;TX;WA. For investment advisory services these states include: AZ;CA;HI;ID;OH;OR;SC;WA.  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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