Income Planning

We create sustainable, predictable income strategies to support your lifestyle throughout retirement. This includes analyzing all income sources, expenses, and assets, and modeling scenarios like market downturns, healthcare needs, and estate considerations.

Will I have enough to sustain my lifestyle for life?
How would losing a spouse affect my finances?
How will inflation and taxes impact my retirement?
What’s the effect of a major market correction?
Could I afford skilled nursing care if needed?
What legacy could I leave my heirs?
Do I need a trust, or is a will enough?

Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.

Income Planning

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