• Retirement Income Guide

    If you have over a $500K portfolio, you should read the Guide to Retirement Income -7 Strategies to Rethinking Retirement through today’s high inflation and volatile market.

    What is your retirement paycheck strategy? Living for 20 or 30 years without a paycheck should include a long-term approach to build up required assets during your working years, to then “flip the switch” over to a pension-like “income for life” plan that is repeatable and keeps up with inflation and taxes over time.

    Our seven strategies can help you to get on track and stay on track for your retirement and to make important financial decisions with greater confidence and certainty. They are not meant to be one-size-fits-all techniques, but guideposts to help you along the way.

    There is no obligation to get your guide beyond completing a short request form below. 

    Whether you are a do-it-yourself investor or seeking a second opinion, you can also request a Portfolio Risk Analysis and Retirement Income consultation with Jon W. Ulin, CFP®, Private Wealth Advisor, Managing Principal. You’re advantaged with Jon Ulin’s two decades of experience — it’s the kind of knowledge and expertise that national news and media outlets call upon for his assessments of financial developments. Call (561) 210-7887 to get started.

    Ulin & Co. Wealth Management is an independent advisory firm serving successful clients for many years and generations.  We partner with Charles Schwab, Fidelity and Pershing to provide our clients dynamic service in asset custody, trading and research.

    To receive your guide simply fill out the form below.

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