Free Retirement Income Kit

Whether you need a more reliable way to generate income for retirement now, or you want to help ensure your investments are generating as much interest and dividends as possible without having it taken away by unexpected circumstances, our complimentary Retirement Income Kit is for you.

Fill in the form to claim your FREE Retirement Income Kit today!
Most Americans have $150k saved for Retirement. Would you say you are...(Required)

Fill in the form to claim your FREE Retirement Income Kit today which includes a no-obligation, complimentary consultation with a Retirement Income Specialist, Lindsey Cotter or Nathan Cox


Our mission is to help you achieve your financial goals by providing excellent customer service and access to time-tested investment strategies that can help to minimize your exposure to risk and uncertainty.” — Lindsey Cotter & Nathan Cox: Co-Founders, Retirement Income Solutions, LLC

Lindsey Cotter, Co-Founder, Chief Executive Officer, Investment Advisor Representative

Nathan Cox, Co-Founder, Chief Financial Officer, Investment Advisor Representative

As the firm’s founders, Lindsey and Nathan have over 30 years of combined experience helping clients achieve their financial goals.

Is Your Financial Strategy Appropriate for Your Current Stage in Life?

When it comes to planning and saving for retirement, the growth-based investment strategies that were right during your working years may not be best as you approach and enter retirement.

Instead, income-based financial strategies designed to help preserve your principal, can provide you with steady interest and dividend payments you can count on. That way, you can spend less time worrying about a potential market correction, and more time enjoying the activities that will make you feel happy and fulfilled in retirement.

We take the responsibility of helping our clients and their families preserve and grow their wealth seriously. That’s why, on the final page of this packet, you’ll find an invitation to schedule a complimentary, no-obligation financial consultation.

With one quick phone call or meeting, we can help to determine if your current financial plan is designed to provide you with the income you’ll need to enjoy the lifestyle you deserve in retirement. If not, we can help you make the necessary adjustments.

Seven must-read retirement reports:

“10 Signs You’re Working with a True Retirement Income Specialist”
”The Case for Fixed Income – How to Help Avoid the Most Common Mistakes that Could Derail your Retirement”
“The Essentials of What you Need to Know About Retirement Income”
“7 Risks to Your Retirement and What You Can Do to Help Avoid Them”
“Investing For Income in the Stock Market”
“Estate Planning – Are you making mistakes that could jeopardize your retirement?”
“Why Investing in Mutual Funds Could Jeopardize Your Retirement” 

This Kit is invaluable for those who are:

  • Retired, approaching retirement, or ready to get an early start
  • Worried they might outlive their retirement savings
  • Not sure if their investments are helping to minimize or even eliminate stock market risk and uncertainty
  • Interested in taking a “Bird in the Hand” approach to investing that can help provide steady streams of interest and dividends for retirement, even if you don’t need the income now

The secret to a more stress-free retirement is to try to preserve what you’ve worked so hard for and use it to provide a steady stream of income you can depend on.

Fill in the form to claim your FREE Retirement Income Kit today!

Copyright © 2023. All rights reserved.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Solutions, LLC and Sound Income Strategies, LLC are not associated entities. Retirement Income Solutions, LLC is a franchisee of Retirement Income Source, LLC. Sound Income Strategies, LLC and Retirement Income Source, LLC are associated entities.

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