A Successful Retirement Income Plan = Growing Distributions for You & Your Heirs

A 45 Year History of One Family's Success

I have often said change is the only certainty in the world of investment management.  The future unfolds in ways that cannot be accounted for over a lifetime.  Long-term goals for saving funds, however, don’t change that often.  You may have short-term goals, like saving for a down payment on a home, funding an education, or building a nest egg.  Or you may be entering the later years of life, where preservation of capital, income, and legacy planning are your primary investment goals.  It is estimated that 10,000 Americans are entering the retirement years each day.  Many have the same goal as the Jeffrey Family.  They have stayed the course throughout the last 45 years and are positioned to meet their goals for the next 45.  I often wonder what my own family would be like if I had not wandered for several years, dragging the family along with me, before settling here in Rock Hill.

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