Personalized Retirement Income Strategy

One of the ways FDF Wealth Strategies distinguishes ourselves from other financial services firms is the fact we create a personalized retirement income strategy for every client. We don't believe it is good enough to only talk about asset allocation and risk tolerance. We believe clients want to know exactly where their monthly income is going to come from in retirement. We are part of an exclusive nationwide network that utilizes Advanced Time Segmentation to create your personalized retirement income strategy. Please ask anyone you know if their advisor is creating a personalized retirement income strategy. We are happy to explain our process to anyone interested.