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NextPhase - Retirement Income Distribution Solutions

What does retirement look like to you? Travel? A Summer Home? Living on a Lake? Paying for your grandkids' college education? Donating money to your favorite charity? Providing for your spouse? Having enough money to retire comfortably? Click here for a time-segmented approach to retirement!

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NextPhase™ Retirement Income Strategy is an investment strategy with the objective of providing inflation-adjusted income for life. 

The strategy allocates assets in a manner placing a heavy emphasis on guaranteed* streams of income that continue over long periods of time. 

Stock, bond and alternative assets are placed in separate segments (buckets) to be accessed for income distributions at a later date. 

The plan is constantly monitored and managed and rebalances are made as situations change. 

*When fixed or variable annuities are used to provide guaranteed income, all guarantees are backed by the claims-paying ability of the issuing insurance company. NextPhase™ Retirement Income Strategy may consist of investment products that are subject to the potential loss of principal.