Secure a Guaranteed, Growing Income for Life
At Olympus Capital, we understand that one of the key components to financial peace of mind is a reliable income stream. Our Income Planning service helps you create a customized plan to ensure you and your family will have guaranteed increasing income throughout your retirement years.
Our Approach to Income Planning
Our approach to Income Planning is built around ensuring that you can enjoy a financially secure retirement, free from the anxiety of outliving your assets. We work closely with you to optimize your Social Security benefits, build a lifetime income stream, and prepare for inflation, so your purchasing power remains strong over time.
Our Income Planning Service Includes
Our services cover every aspect of income planning, and we ensure each strategy is crafted to support your long-term goals. These services include:
Optimize Social Security
We help you determine the best time to begin taking Social Security benefits to maximize your lifetime income. This ensures you’re not leaving money on the table and provides a solid foundation for your retirement income.
Prepare For Inflation
Inflation can erode the value of your income over time. We design a plan that builds in cost-of-living adjustments, helping you stay ahead of inflation and keep your income growing at a sustainable rate.
Build a Lifetime Income Stream
By carefully selecting a combination of guaranteed income products (such as annuities) and other sources of income, we create a diversified plan that ensures a steady cash flow throughout retirement.
Complimentary Report: Optimized Income Diagnostic
We provide you with a complimentary Optimized Income Diagnostic that evaluates your current retirement income plan and suggests ways to enhance it for greater financial security.
Let's Start yOur Journey Together
At Olympus Capital, we’re eager to serve your community, no matter where you are in North Dallas, McKinney, Plano, or the surrounding areas. We pride ourselves on offering personalized wealth management and financial consulting that builds trust, ensures growth, and creates a lasting legacy.
Contact us today to schedule a consultation and take the first step toward securing your financial future with the trusted advisors at Olympus Capital.
OUR MENU
Richardson Office
3400 North Central Expressway
Suite 110
Richardson, TX 75080
Plano Office
5830 Granite Parkway
Suite 100
Plano, Texas 75024
McKinney Office
300 E Davis Street
McKinney, Texas 75069
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Olympus Capital, LLC (CRD No. 310659) is a registered investment adviser located in Richardson, TX. Olympus Capital, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Olympus Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Olympus Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Olympus Capital, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Olympus Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Olympus Capital, LLC, please contact the state securities regulators for those states in which Olympus Capital, LLC maintains a registration filing. A copy of Olympus Capital, LLC’s current written disclosure statement discussing Olympus Capital, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website or from Olympus Capital, LLC upon request. Olympus Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Olympus Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.