Retirement income planning

If you are similar to most retirees or soon-to-be retirees, you are concerned about maintaining a steady income while still preserving your retirement assets. As individuals are living in longer as retirees, this can be both expensive and stressful to maintain. We develop retirement plans that cannot be outlived. By incorporating a combination of Social Security maximization, Pension maximization, and tax efficiency, we work with you to determine a comfortable retirement lifestyle.

We believe in building a strategy that manages various retirement risks. We utilize the latest and greatest in financial planning tools to run scenarios for the “curveballs” that may arise during retirement such as longevity, long-term care needs, market volatility, and inflation. A reliable retirement plan involves more than just financial assets. Our financial planners not only acknowledge but address all aspects of the plan to ensure a comprehensive solution to your particular retirement needs.

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Information provided herein has been obtained from sources that are deemed to be reliable. Southport Capital makes no guarantees, express or implied, as to the accuracy or completeness thereof. Past performance is not a guarantee of future performance. The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. This material does not provide individually tailored investment advice or offer tax, regulatory, accounting or legal advice. Third-party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data they provide and shall not have liability for any damages of any kind relating to such data.Please contact our office at 423-664-4510 . You can also visit our website at For a complete ADV visit the SEC website.

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