Income Planning

Thanks to new prescription drugs and medical technology, people are living longer than ever before. However, one drawback to a longer life is the greater possibility of outliving your savings – creating all the more reason to develop a retirement income plan designed to last a longer lifetime.

A significant investment loss in the years just prior to and/or just after you retire can have a devastating impact on the level of income you receive over the course of your life. In fact, the earlier a loss occurs, the greater the chance of depleting your retirement savings.

We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth and income throughout your retirement.  To learn more about these strategies, please call us at (214) 234-8414 or e-mail us at tony@tonycoccarelli.com.  We would love to meet you!

Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matter. 



Free Consultation
For over twenty years, Tony Coccarelli has created, implemented and monitored financial plans and portfolios for his clients. We invite you to join him for a no-obligation consultation.
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