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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