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Income Maximization

Regardless of income or level of wealth, running out of money is a legitimate concern even for high net worth or ultra-affluent individuals or families. True Capital Advisors helps you maximize lifetime income and reduce the risk of running out of money. We’ll make recommendations based on your cash flow and spending requirements, and also consider longevity.

  • Based on lifestyle needs and longevity, we’ll choose investments and strategies that maximize current income, or that maximize lifetime income taking into account future inflation.
  • In addition to business and investment income, we’ll thoroughly review pension income alternatives, Social Security, deferred compensation, and stock options to derive the income plan that works best for you.