As you approach the golden years, Janney’s Financial Advisors can help answer such questions as:
Developing a Plan Your Financial Advisor, along with Janney's Financial Planning Professionals, can create a plan to project a target income goal. Taking into consideration your monthly and annual expenses, current and future income sources and current market conditions, your Financial Advisor can help you identify a strategy to maximize the longevity of your assets. Depending on the level and complexity of your retirement income needs, we can help with the following:
Investing for Income With access to our comprehensive platform of investment solutions, your Financial Advisor can help you bolster your portfolio to create a sustainable income stream from your savings. Below is a list of products that may be used to fulfill your retirement income needs:
Mutual Funds Managed Accounts Municipal and Taxable Bond Ladders and CDs Stock Dividends Annuities
Convenient Access to Your Retirement Assets Janney offers the Janney Advantage cash management account for easy access to dividends, distributions, pensions and Social Security payments. Your Financial Advisor can set up a Janney Advantage account to help you manage your retirement cash flow and gain a clearer picture of your income and expenses. Contact your Janney Financial Advisor to get started.
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