“WHAT” will Income Planner do for me?
Income Planner will provide individuals in retirement, near retirement or even far from retirement a vehicle that identifies securities generating an above average income stream for a part of an investor’s total investable assets. The result will cut through the myriad of investment choices available to individuals looking for a consistent, reliable and predictable income stream.
Income Planner will simplify the process of selecting the appropriate securities, tell you how many of your dollars to put in each position and their yield, let you know each month how those securities performed, their total value (either up or down) and how much each security has paid out on a cumulative basis. In other words, Income Planner does the work for you. What you need to do, is determine whether the information in Income Planner is right for you.
What kinds of investments and returns are we talking about? Consider the following:
- Closed end income funds – with yields ranging from 6% to 11% or more
- Individual income securities – with yields ranging from 6% to 11% or more
The information on this web site includes model portfolios for as little as $20,000 (suggested) to as much as $200,000 of investable assets. Beyond that you should seek personalized professional help from financial planners who specialize in diversified investment planning. This site can help you locate those experts. Go to our web page focusing on investment amounts over $200,000 for detailed information on finding a qualified investment advisor.
|
|