Fixed-Income Solutions in Chicago, IL


Investing for Income

Our clients understand that individual fixed-income investments can provide a reduction in risk, costs, and tax implications when compared to bond mutual funds. That’s why our advisors take the time to create customized portfolios of individual, income-generating investments tailored to our client’s needs.

Shifting your investment focus from growth to income in the years just before retirement makes sense for most. But how do you know if an income strategy is right for you?

Let’s start with the basics. Fixed-income investment strategies are designed to help you achieve two objectives that become increasingly important as you near retirement: asset preservation and dependable income.

A recent survey by the Teachers Insurance and Annuity Association found there are three common themes most Americans are looking for in retirement:

  • Freedom from financial worries
  • Flexibility with their lives and their finances
  • To spend time with family, relax, and travel

Chances are good that these themes might match up well with what you want from your retirement. Once most people think about it, they realize they’re investing with the goal of having the financial resources to be able to travel, relax, and spend time with friends and family in retirement. They also quickly come to understand the benefit of owning investments that can help to generate ongoing income they can count on throughout retirement.

Give our office a call today to schedule a complimentary consultation, so we can help to determine if the time is right to make the switch to investing for income.

Schedule A Complimentary Consultation

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STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2024 STRIDE Financial. All Rights Reserved. STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors.  A franchise of The Retirement Income Source.
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