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At some point in your life, you may need to
have a regular, dependable cash flow generated by your investments.
Often this occurs at retirement, but there are other life events
that can necessitate taking income from your portfolio. The following
are examples of clients on the perpetual paycheck track: |
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 Martin
and Roberta are retired and loving it. They have accumulated
a rather large nest egg and would like help with their investments.
Their objective is to have an investment portfolio that provides
a regular monthly cash flow with some capital appreciation and
tax management. They want to be able to travel, enjoy their varied
interests, retirement dreams and their grandchildren, without worrying
about managing their portfolio. |
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 Tony
and Jane have managed to save enough to ensure their own
security and retirement. Their daughter Betsy, however, is severely
disabled, and will need supervised or residential care for the
rest of her life. They are extremely concerned about what will
happen to her after their deaths, and want to ensure that she has
a lifetime stream of income that will protect her welfare, without
jeopardizing any benefits she may be entitled to. |
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