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2033 Gateway Pl, Ste 500, San Jose, CA 95110

408.352.5705
hello@crescentcp.com
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Advanced Time Segmentation®

Advanced Time Segmentation®

Advanced Time Segmentation®

Advanced Time Segmentation® offers a fresh perspective on financial planning that's truly tailored to your needs. In simple terms, we align your resources with your future income requirements. This means we design a plan that gives you an income adjusted for inflation while considering potential risks. It allows your investments room to grow over time without interruption. This strategy divides your assets into different time segments, each planned to provide income when you need it. Trust us to put your financial future on a robust and secure footing.

A Strategy-Driven Practice

Most individuals nearing or in retirement who have worked hard to accumulate wealth desire stability and aim to steer clear of risk. They're looking to create a portfolio of investments that will support them throughout their golden years and leave a legacy. Strategy-driven firms like ours have embraced a fresh approach to retirement planning to address these needs. We use a method known as time-segmented retirement income distribution. This strategy is designed to provide you with three key benefits - stability, growth, and a steady income stream. Trust us to guide your financial future with a personalized and practical approach.

Building Confidence

Building Confidence

A well-rounded financial plan should balance the focus between growing your wealth during your working years and effectively distributing it during your retirement. Our time-segmented wealth distribution plan is crafted with this principle in mind. It's designed to offer confidence to retirees well into their 80s, just as it did when they were in their 60s. This strategy ensures you continue to enjoy your retirement years with the financial security you worked so hard to build.

Immediate Income

Short-term assets are matched to your short term liabilities.

Future Income

Designed to replenish the fixed income portion of segment one.

Long-Term Growth

Long-term assets are matched to your long term liabilities.

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