Client Story: Creating Durable Income Solutions

Sally and John became clients in 1995, transferring in their retirement plan from PG, looking for a way to turn a lump sum of money into retirement income. With no experience managing money, they had no plan for how this money would support for them the next 25-30 years. By establishing a long term vision and executing on that strategy, we have helped them produce an income, which has increased over such volatile periods as the dot com bubble, the 9/11 market slide, and the credit crisis of 2008. As of today, they have spent close to 2 times their initial deposit, have a balance much greater than they started with, and enjoy an income almost 50% higher than the day they retired.

By allowing us to navigate changing markets and guide their withdrawals, we have allowed them to realize their dreams of travel during retirement with a level of income security they would never have imagined. Their story is a good example of what makes WPC unique – we have over 20 years of experience producing income for retired clients, navigating both good markets and bad.

How confident are you in your retirement income plan?

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..