The Clearbrook Roadmap to Freedom™ Process
Many individuals, families and business owners are not sure about the best way to create income when planning for life-after-work, focusing solely on assets can be misleading. The key is the income those assets generate. Income-driven planning emphasizes how effectively your savings work to provide steady income. A diversified income strategy may include pensions, Social Security, dividends, rental properties, and annuities to ensure a reliable income stream. This approach creates a financial foundation that adapts to market changes, inflation, and unexpected costs. At Clearbrook Investment Management, we prioritize tailored income planning to maximize resources and minimize risks.
Remember, it’s not about how much you have, it’s about how much you can count on.
Schedule a Job-Free Readiness Review Appointment
We will contact you to meet with one of our Financial Advisors to review your unique circumstance, understand your objectives and goals and answer your questions.
Create the Clearbrook Roadmap to Freedom™ Plan
Our team will put together your Clearbrook Roadmap to Freedom™ plan with specific recommendations on how to get where you want for a financially independent future.
Implement the plan
Our team of professionals will work with you to implement and monitor your plan in the future to help you get where you need to go
We will contact you to meet with one of our Financial Advisors to review your unique circumstance, understand your objectives and goals and answer your questions.
Our team will put together your Clearbrook Roadmap to Freedom™ plan with specific recommendations on how to get where you want for a financially independent future.
Our team of professionals will work with you to implement and monitor your plan in the future to help you get where you need to go