Post Retirement Income Management

What is Post Retirement Income Management?

Dr. Penelope Tzougros and Wealthy Choices® offer a Post-Retirement Income Management Service designed to provide advice on your financial stability during retirement, addressing key concerns like inflation and market volatility. By aligning your investments with your life goals and values, this service not only secures your ability to enjoy the pleasures and luxuries important to you but also adapts to the changing economic landscape to provide a consistent, worry-free income stream, which is coordinated with pensions and other streams of income. With Wealthy Choices®, you gain a partner committed to making your assets work for you, in pursuing a fulfilling and financially confident retirement.

What to Expect

• Step 1: Contact Penelope Initiate your journey towards a secure retirement by getting in touch with Dr. Penelope Tzougros. You can call her at 781 577 2311 or email penelope@wealthychoices.com. This first step will open the door to personalized financial guidance and planning.
• Step 2: Initial Consultation During your initial consultation, Dr. Tzougros will discuss your current financial situation, your retirement goals, and any concerns you have about your post-retirement income. This is the perfect opportunity to share what you envision for your retirement. There is no charge or obligation for this introductory consultation to assess whether we are the right partner for you.
• Step 3: Financial Assessment After the consultation, a thorough financial assessment will be conducted. This involves reviewing your assets, income sources, lifestyle needs, time frames, concerns and major projects. The goal is to gain a comprehensive understanding of where you stand financially and identify any potential income gaps.
• Step 4: Strategy Development Based on the financial assessment, Dr. Tzougros will develop a tailored income management strategy for you. This strategy will be designed with the goal of ensuring your financial stability throughout retirement, addressing any identified gaps and aligning with your retirement goals and values.
• Step 5: Implementation and Ongoing Review Once you’re satisfied with the proposed strategy, the implementation phase begins. Dr. Tzougros will guide you through the necessary steps to put your plan into action. Additionally, periodic reviews will be scheduled to adjust the plan as needed, ensuring that it continues to align with your needs as you move through retirement.

Contact Penelope Today!

Ready to secure a financially stable and fulfilling retirement that aligns with your life goals? Contact Dr. Penelope Tzougros at Wealthy Choices® today. Dial 781 577 2311 or reach out via email at penelope@wealthychoices.com to ensure your retirement income works as hard as you do.