About the Wealth & Income Management Group

We are an organization that believes that we are responsible for holding the dreams of other people in our hands. It gives us purpose. And the results have been fantastic. Our focus is to:

Help people retire sooner than they expected.
Help our clients control their portfolio volatility.
Provided our clients with inflation-protected lifetime income.
Supplement Social Security and pensions with guaranteed lifetime income.
Show our clients ways to increase income without increasing taxes.
Reduce fees paid to other financial professionals.
Provided each client with a written and understandable retirement plan, crafted to serve their life goals.

We Help Retirees and Pre-Retirees Attain Their Financial Freedom

We create plans to help you:

Feel comfortable that you have less risk than you ever had.
Be comfortable with any remaining risks you may still have.
Be comfortable with the amount of income that you have.
Know that the income is not going to run out for as long as you live.
Understand what your fees might be.
Have all of this in writing, no verbal promises, no guesswork.

It is our mission to help Retirees and Pre-Retirees attain financial freedom by protecting and growing their assets to create dependable income that will last for as long as they live while avoiding excessive and unnecessary risks.

We are a Fee Reduction and Risk Mitigation firm

Our goal is to help retirees:

Increase income: Maximize your retirement income.
Create sustainable income: Ensure a reliable income stream for life.
Reduce risk: Protect your assets from market downturns.
Minimize taxes: Optimize your tax strategies.
Lower fees: Identify and avoid costly fees.
Earn competitive returns: Achieve attractive investment returns.
Plan for legacy: Efficiently pass assets to your beneficiaries.

We want to help you achieve financial freedom and peace of mind in your retirement.

Who we are

Founded by Steven Drahozal, the Wealth & Income Management Group brings over 35 years of experience to help people like you transition from diligent savers to confident spenders, enjoying the retirement you’ve worked so hard to achieve. We specialize in serving good and great savers, typically individuals and couples with $1,000,000 to $20,000,000 in retirement assets, who want to protect what they’ve built and ensure their income lasts for life. We provide comprehensive, written retirement income plans to help you enjoy the retirement lifestyle you dreamed of.

Conclusion

We believe financial anxiety comes from uncertainty. Our process is designed to educate, inform, and empower you. Verbal promises are meaningless. We work in your best interests, and every projection, strategy, and commitment is documented for your peace of mind.

Wealth & Income Management Group

Independent Objective Advice to Retirement & beyond.