Transitional income planning is the integral foundation of the Continuous Bridge process. Whether you are just going into retirement or onto the next phase of your career, our comprehensive income plans ensure that our clients are well organized and informed. Our plans communicate to all important aspects of our client’s wealth plan including the important integration to the investment portfolios.
This “know your numbers approach” has provided our clients with continuous confidence for all of their transitional phases.
Our plans provide detailed projections of: