Income Distribution
Creating a Meaningful Income Stream in a Low-Interest World
As you transition from the wealth accumulation phase to retirement, your financial priorities shift from growth to income generation. At Cantrill Financial Group, we understand the unique challenges and risks associated with this critical phase of retirement planning. Our team of experienced professionals is dedicated to helping you create a sustainable income stream that supports your lifestyle and gives you peace of mind.
The Challenges of Income Distribution Planning
As you transition from the wealth accumulation phase to retirement, your financial priorities shift from growth to income generation. At Cantrill Financial Group, we understand the unique challenges and risks associated with this critical phase of retirement planning. Our team of experienced professionals is dedicated to helping you create a sustainable income stream that supports your lifestyle and gives you peace of mind.
Sequence
The order in which you experience investment returns can significantly impact your long-term income.
Longevity
The possibility of outliving your savings due to increased life expectancy.
Inflation
The erosion of purchasing power over time due to rising costs.
Our Approach to Income Distribution Planning
At Cantrill Financial Group, we take a comprehensive approach to income distribution planning.
Assessing your current financial situation
We analyze your assets, liabilities, income sources, and expenses to identify opportunities and potential risks
Developing a personalized income plan
We create a tailored strategy to generate the income you need, taking into account factors like tax efficiency, risk, and legacy planning.
Implementing and monitoring your plan
We work with you to put your income plan into action and regularly review and adjust it as your needs and circumstances change.
Why Choose Cantrill?
You can’t put a price on peace of mind – especially during a time in your life that should be about relaxation and enjoying the fruits of your labor.
With Cantrill Financial Group, you can rest assured knowing that your finances are in the hands of an experienced fiduciary that knows you and your family on a first-name basis and always operates with your best interest at heart, so you can focus on the things that matter most.
