In addition to providing investment management services, we want to insure that all of our clients’ financial planning questions and needs are addressed. A critical element of any financial plan is your personalized Retirement Income and Investment Plan. That is, having a good understanding of your financial outlook including:  expenses in retirement, your available income sources to meet those expenses, and your progress toward building and preserving those income sources.

For those nearing or already in retirement, a comprehensive Retirement Income & Investment Plan is recommended. Our Retirement Planning Questionnaire that you complete provides us with all of the personal information necessary to complete your detailed plan.

For younger clients, a periodic projection of where you stand relative to your retirement savings goals may be sufficient. We invite you to utilize Mainstay Capital Management’s yourPlan^TM any time, online. Though not a substitute for a comprehensive Retirement Income and Investment Plan we recommend for all clients, with just a few simple inputs, yourPlan^TM can provide a snapshot of your progress toward your retirement savings goals.

To discuss your personal situation and get started with your Retirement Income and Investment Plan, call toll-free 1-866-444-6246 to speak with one of our retirement planning specialists. We can offer counsel and provide comprehensive solutions for all of your retirement planning needs.