Financial Services Professional

Percy Bolton

As retirement specialists, Percy E. Bolton Associates, Inc. specializes in retirement income planning. We are a firm that helps pre-retirees and retirees identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, or never married, retirees need to know how to generate an income stream that will last throughout their lifetime so that they feel more secure about their financial future. Our ideal client is a couple or individual between the ages of 55-64 with 5 to 10 years remaining until retirement. They work for a major institution or corporation and are highly respected professionals. They are nontraditional (no children or grown children occupying a lot of their personal time), and have experienced life changes such as divorce or loss of a loved one. They are active in the charitable arena and a lot of their social life revolves around these activities in some fashion.