How will my investments support my retirement income?
Once the paychecks stop, your savings, investments and Social Security have to work together. It helps to think through how you may draw on them over time.
For Arizona residents approaching retirement or already retired
Explore Strategies for Retirement Income, Investment Management and Managing Portfolio Risk
Talk with Tom Brough of Capital Trust Wealth Management in Scottsdale about how your investments support your retirement: income, market ups and downs, growth and downside risk, access to your money, and whether your strategy still fits your goals.
For Arizona residents with $500,000+ in investable assets, not counting annuities. Five short questions, then a phone call. No cost and no obligation.
Talk with Capital Trust
Online call requests are temporarily unavailable. Please call us during business hours.
Questions that matter more as retirement gets closer
What happens to my plan when markets drop?
Markets go up and down. Once you are drawing income, a decline can affect your plan differently than it did while you were saving.
Is my strategy still right for me?
A portfolio that made sense years ago may not match your goals, timeline or comfort with risk today. A second look is a reasonable place to start.
What you can explore with Capital Trust
Retirement income planning
Think through how you may draw on your savings over time, alongside Social Security and other income sources.
Investment management
Review how your investments are allocated and whether that allocation fits your goals and timeline.
Managing portfolio risk
Talk through the risk in your current portfolio and the trade-offs between growth potential and downside risk, in plain language.
Income, growth and liquidity
Consider how to balance income needs, longer-term growth potential and access to your money.
About Tom Brough and Capital Trust Wealth Management
Tom Brough is the President of Capital Trust Wealth Management, a Scottsdale-based firm that provides financial advice, retirement planning and portfolio management to Arizona individuals and families.
How it works
- Answer five short questions so Capital Trust understands your situation.
- Capital Trust calls you to find a time to talk.
- A conversation with Tom about your goals and questions. There is no obligation to become a client.
Who this is for
- Arizona residents approaching retirement or already retired (typically ages 50–70)
- Those with $500,000+ in investable assets (not counting annuities)
- People looking for financial advice who want to speak with a financial advisor about their retirement plan and investments
The $500,000+ in investable assets level (not counting annuities) is a requirement to qualify for a conversation. It does not promise any service or outcome, and requesting a call does not create an advisory relationship. Capital Trust currently works with Arizona residents.
Want to talk through your retirement income and investment plan?
Answer five short questions and Capital Trust will call you to find a time to talk.