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Retirement Income Management

Accumulation Planning | College Funding | Estate Analysis

Sustaining an adequate income in retirement can be major challenge for the Baby Boom Generation. This presents a tremendous opportunity for advisors to help solve the problems of determining how much to spend over an uncertain lifespan and reducing the anxiety and risk of outliving one’s money.

Solutions may come from:

Deferred and Immediate Fixed Annuities
Deferred and Immediate Variable Annuities with built-in downside protection
Retirement Management Accounts with mutual funds and laddered fixed annuitizations
Supplemental Income from permanent life insurance policies

» Licensing

Address Information

Phone: (408) 286-4010
Fax: (408) 452-1037

Financial plans and investment advisory services are offered through qualified Financial Planners of MML Investors Services, Inc. Member SIPC only.
Not all representatives with Miceli Financial Partners are qualified for financial planning services.

Securities offered through registered representatives of MML Investors Services, Inc. Member SIPC
(101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.