HELPING YOU RETIRE WITH CONFIDENCE

If you are like most of our clients, you're concerned about three things:

1)  Will I have enough money to retire comfortably?

2)  Will I outlive my money?

3)  Will health problems ruin my retirement? 

We can answer these questions for you and help you achieve financial peace of mind.  Corpus Capital Management is a Registered Investment Advisor that serves retirees and those nearing retirement.  My name is Jeff Davis (that's me on the right) and I'm the President of the firm.   We work together to bring our clients straight answers to the questions that keep them up at night. 

Our approach to helping you manage your money is based upon four core principles:

  • Providing reliable income throughout retirement
  • Protecting your money from wild market swings and taxes 
  • Seeking growth to protect against inflation
  • Providing liquidity when you need it most

Today's retirees are faced with huge challenges, not the least of which is converting assets into an income that will last.  This is where we focus our practice and efforts.

We believe strongly that our methods are right for these turbulent times!

If you would like to learn more, we would like to invite you to one of our Income Planning Workshops.  Please call us for upcoming dates and locations.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

More Newsletters →