Income for Life Model

The Income For Life Model1 is an investment strategy with the objective of providing an inflation-adjusted income for life.

A unique approach to your retirement plans

The Income For Life Model1 provides an investment strategy that addresses inflation, taxes and asset allocation. A distribution strategy with the objectives of increasing income, decreasing risk, mitigating taxes and preserving principal.

Retirees continue to ask:

  • Do I have enough assets to last as long as I do?
  • Are they in the right place?
  • Which assets do I use first?

Fees are based upon total assets under management. Additional fees may apply depending on model and manager selections. Total fees will be disclosed prior to account opening.

1  AmeriServ Financial Services and LPL Financial are not affiliated with Wealth 2k, Inc.

The Income for Life Model is a registered trademark of Wealth2k, Inc.

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