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.

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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).

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Spending and Payout Consultation