Planning Process

At the center of our Innovative Planning Process is a comprehensive and confidential strategic planning process that uncovers and gains a full understanding of your current financial picture. 


To potentially avoid running out of money in retirement, financial research recommends withdrawing only 3-4% from most types of invested retirement assets every year to live on.  These relatively low distribution rates can be problematic. 


We use a “plan with the end in mind” approach that allows you to have options in retirement so that you are not forced onto the default path of low distribution rates.  See the problem in many cases isn’t the accumulation of money in retirement plans but rather the low distribution rate we could be on track for if that’s all we do. 


What if today you could put yourself on a path that provides higher distribution rates from the retirement assets you are accumulating?  By knowing how retirement income streams work you can take action now in pre-retirement to position your savings accordingly.  Get off the path of low distribution rates and contact us today. 

Donald R. Ayers, Jr. is a Registered Representative offering Securities through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 754-6794.  Investment Advisory Services offered through O.N. Investment Management Company.

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