Powered by

28 Years of Experience Speak to David Ortiz Now
800-584-1902


Income Strategies

The Bucket Strategy

The Bucket Strategy is a safe solution plan that utilizes multiple safe investment options in order to maximize your assets and give you a dependable income that you wont outlive. With healthy returns and multiple investments of varying risk and return to give you a comfortable and secure future.


Income Planning Strategies

Discover retirement income planning strategies that enable you to leverage existing accounts to produce a maximized retirement.