Retirement & Life Transitions
Navigating life transitions poses its own set of challenges- we can simplify your experience. By creating Retirement Portfolio Allocations, we ensure your retirement lifestyle is well-funded. Expertise in optimizing retirement income and distribution strategies is a key part of our approach in creating your Life By Design. LBDIAS can help you define your ideal retirement and understand how to invest in order to reach your goals.
Retirement Portfolio Allocations
Your retirement planning involves four distinct portfolio allocations: Growth, Income, Longevity, and Reserves, each meticulously designed to support you throughout your retirement years. This strategic blend of allocations ensures adequate lifestyle funding while accounting for longevity.
We provide vigilant, continuous monitoring of your risk capacity, offering robust protecion that evolves with life’s changing circumstances.
1
Growth
Allows risk to diversify for total return. Upside can be withdrawn for discretionary spending.
2
Income
Manages your net income needs for retirement and lifestyle.
3
Longevity
Fund for your lifetime risk. Life & healthcare Protection Plan.
4
Reserves
Emergency and Unexpected events fund.
Retirement Blogs
