Retirement Income doesn’t have to be a guessing game

A solution that safeguards your financial future.

Stop questioning how much money you have to live on. Streamline manages risk without sacrificing market returns or flexibility to provide reliable retirement income from your portfolio.

How does Streamline provide the best solutions for retirees?

  • Tell us your needs.

    Everyone’s situation is unique – tell us how long you need your retirement savings to last and how much you anticipate needing.

  • We give you advice.

    We take the information you give us, recommend an allocation, and tell you a safe amount to withdraw from your nest egg. Portfolio performance and inflation are factored into our ongoing advice, but you have the final say.

  • Pay yourself.

    Set up auto-withdrawals directly from Streamline Financial Services to your checking account. It’s like you never stopped receiving a paycheck.


Annuities can be secure, but lock up your cash and can charge high fees.

Higher Expected Returns

CDs and bond ladders have rock-bottom returns.

Peace of Mind

We go beyond conventional wisdom like the 4% Rule, providing a thoughtful solution for your money.

Your investments are safe with Streamline.

Our investment experts constantly evaluate the best ways to put your money to work. Streamline portfolios are completely liquid, and you can access your money at any time.