Plan and invest for dividend income, future cash needs, assisted living expenses and surviving family members.
In addition to your special interests, we'll review your current situation and goals in five areas: Reserves, Income, Growth, Heirs and Taxes - the RIGHT way to plan.
Income investing is like a reservoir and waterfall fed by seasonal runoff, meandering creeks, driving storms and steady springs. Rely too on a variety of investments to help keep your dividends flowing and potentially growing over time.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Dividends that are paid may be taken in cash or automatically reinvested.