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Income Planning

The primary goal of retirement income planning is to have a steady source income for the rest of your living years. Upon retirement, it will become your portfolio's job to provide you with a regular paycheck. With an overwhelming number of options for saving and investing, managing your future finances can be difficult.


There are many variables that can affect the amount of money you will receive during retirement. Some examples are the distribution rate you choose, investment returns, inflation, and how long you live. 


Burgos & Brein will work with you to transition your current wealth into a steady stream of income to help last your lifetime. We are able to offer a diverse suite of financial services and products to address your individual needs and ensure you are prepared for a financially stable retirement.

Watch Our Income Planning Video:

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in income planning.

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