The 4% Portfolio is designed to provide a smarter way for retirees to generate retirement income without having to sell a portion of their stock portfolio each year. Our portfolio is based around financially sound corporations spread across multiple industries who reward investors through regular dividend payments.
The 4% Portfolio is designed so that you can live off the income your retirement savings produce each year without having to reduce your principal or sell stock.
If you are retired and relying on mutual funds to produce retirement income and growth, then you are likely paying thousands of dollars in fees each year.
Whether you need help rolling over your 401(k) or you want to better understand a company’s financials, we’re here to assist you and answer your questions.
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