Retirement Income Planner
There are essentially two distinct objectives for one’s investments; growth and income. Put another way, there is an accumulation phase during one’s working years and a distribution phase during retirement. As a Retirement Income Certified Professional® and a Certified Financial Fiduciary®, Scott Batchelar operates the Retirement Income Guy® with the focus on planning for lifetime income during retirement, while still preserving legacy assets for beneficiaries. Backed by a team of portfolio design professionals comprised of CFA’s® and CFP’s®, Scott creates custom retirement income plans using sophisticated and proprietary planning methods.
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