SOJOURN
A PAUSE IN THE PATH OF A LONGER JOURNEY
The SOJOURN® Plan graphs illustrated in this section are designed to demonstrate the firm’s general approach to retirement distribution planning to achieve the client’s plans for long-term liquidity, stability and growth. Plans will vary for each client, depending on their financial circumstances, objectives and available assets. There can be no assurance that the firm’s approach will be successful for all clients.
Assets are segmented based on when they will be consumed
At Vector we determine how much of our clients’ assets have to be in specific time-frames to help support the income objectives they have in retirement.
Portfolio adjustments are made over time
As you begin to consume from your assured income portfolio, all four portfolios are adjusted to achieve the growth or stability required over the assigned time-frame.
Retirement income is staged to take advantage of market cycles
Portfolios are structured around return objectives and time horizons to support varying growth and stability needs, with a focus on managing the effects of market volatility over time.
Our Approach
Bluespring Wealth is passionate in helping clients succeed amidst complex financial situations, providing a framework to make confident, smart decisions.
“Each client relationship begins with listening and developing a SOJOURN™wealth plan. This plan serves as the client’s financial foundation for refined decision making.”
- Thomas Fee, Senior Wealth Advisor
The Well Balanced Podcast
Bluespring Wealth Midwest’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.
Subscribe on Apple or Spotify for market updates and real-world financial planning scenarios.
