Spending and Payout Consultation

Certain key decisions often affect the investor’s ability to withdraw money from their portfolios in retirement. We developed a model designed to assist our private clients in better understanding the ramifications of what we believe to be important investment and spending decisions. Based upon the following questions, we work with our private clients to determine an appropriate plan for their investments.

What is my asset allocation strategy?
Does my asset allocation strategy match my risk profile?
How much am I able to withdraw from my portfolio each year?

We can help you formulate answers to each of these questions and reevaluate previous decisions. These decisions may have a profound influence on your ability to sustain your desired lifestyle and meet legacy goals. Our model is designed to help you better navigate these decisions.

Click below to request more information about Mason’s Sustainable Withdrawal Model for individual investors.

Request More Information

Sign up for updates

Name*
First Last
Email*
CAPTCHA - Please check the box below
Name
This field is for validation purposes and should be left unchanged.

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).

All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

Spending and Payout Consultation