The 5 Step Retirement Income Plan

Transitioning into retirement can be one of the biggest changes you'll ever experience.

Use this guide as a first step down the path to retirement success. And please reach out to us with any questions or to discuss your personal financial goals and dreams!

Insights you will gain from our retirement income guide.

Estimating Monthly Expenses

The first step to knowing whether your nest egg is large enough to fund your retirement is determining what you expect to spend each month in retirement.

Calculating Guaranteed Income Sources

A guaranteed source of income is one that you can’t outlive. You’ll get a steady check each month, regardless of what happens in the financial markets.

How to Draw Up an Income Plan

A guaranteed source of income is one that you can’t outlive. You’ll get a steady check each month, regardless of what happens in the financial markets.

Determining Your Margin of Safety

Withdrawing more than 4% from your portfolio annually means there is a higher likelihood you could run out of money at some point in your retirement.

Understanding and Accounting for Inflation

Your purchasing power will decline over time as you age. Inflation is the silent killer when it comes to retirement planning.

About the Book

Do you have an investment portfolio of $500,000 or more, yet feeling hopeless about turning it into more than just a number in your retirement accounts?

Our FREE guide, Secure Your Dream Retirement, offers strategies to help you grow and protect your wealth, ensuring a comfortable future.

Download now and take the first step towards financial peace of mind in retirement.

Holland Capital Management

With most financial advisory firms, investment management is handled by someone you never meet. You then deal with a generalist “relationship manager.” Or you may work with one financial advisor who manages all your financial planning, investment, estate and tax planning.

While these models might be good for the firm, they aren’t necessarily best for you. You’re not getting enough direct help from specialists.

So with this type of service, people often find out too late that little attention was paid to defensive positioning. Or that their money was invested in a far riskier way than they would have preferred.

Holland Capital Management was founded to provide a better solution.

Contact Main Office

Quick Links

Investment advisory services offered through Holland Capital Management, a registered investment advisor. Holland Capital Management is also licensed as an insurance agency in the state of North Carolina.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Website Terms & Conditions