Retirement Income Planning
Building an Income Stream that Lasts

At Doffin Investments, we believe that planning for the time after you stop working is one of the most important things we do with our clients. Our professionals work with you to develop well-rounded portfolios that can provide you with a steady income stream throughout your retirement. By taking charge now to develop a strategic course of action, you can put yourself on the road to financial  independence for your retirement. The retirement income planning strategies we employ include:

Guaranteed Income

As key components of a retirement planning portfolio, fixed and equity indexed annuities can provide you with a guaranteed income stream. These long-term retirement savings vehicles can be structured to deliver a stream of income throughout your retirement. The income streams vary by insurance policy, riders, states and individuals. Some offer income streams for life and others have different features. All these features with guarantees are based on the claims paying ability of the sponsor. They may have fees and surrender charges so it is important to evaluate the right one for you. Not all products are appropriate for everyone, a custom plan can establish what will work for your situation.

Income Alternatives

Dividend-producing equities and collateralized investments pose a unique alternative. Collateralized investment strategies include Energy/Oil & Gas Programs, Equipment Programs, Real Estate Programs, Real Estate Investment Trusts (REITs) and Business Development Companies (BDCs). These investments are unique and may or may not be appropriate for everyone. It is important to speak with an advisor to find the right investment for your customized plan or portfolio.

View our list of unique investment strategies designed to empower our clients
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