WHAT IS IT?

Income planning puts the comfort into a comfortable retirement. It gives you peace of mind by helping you understand where your money will come from and when it will come to you.

TELL ME MORE...

Like investment planning, income planning takes into account your means, goals, risk tolerance and time frames to figure out the best method for funding your income needs in light of your other goals.

Do you want to leave an inheritance? Or help fund your grandkids' educations? Do you want to move from snowy Chicago to sunny Arizona? We can look at all your assets and develop the right plan for you and your retirement dreams, even if they've already started to become a reality.

 

Questions? Ready to talk more? Reach out to Craig today.
847.776.0184 | craig@wengerfinancial.com

Form CRS

Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Road, Davenport, IA 52807. 563.326.2064. Wenger Financial and Ausdal Financial Partners, Inc. are separately owned and operated.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.