The Income for Life Model®

The Income For Life Model™ is an investment strategy designed to provide inflation-adjusted income for life. Unlike the past, today's retirees will be forced to rely more upon their own savings to produce retirement income. Unfortunately, millions of Americans are unprepared for the challenge of providing it.

Products and Services

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Plan for Independence

Plan for Independence

Due to the inevitable volatile markets investors encounter when pursuing long-term financial goals, having a portfolio of well-diversified holdings may start you on the right track toward keeping those goals intact.

Working together, we can create a diversified portfolio and follow a disciplined plan that puts you in position to

  • pursue the highest potential return for a certain level of risk over a certain amount of time
  • aim to reduce exposure to the downside risks of individual holdings
  • stay on track through market cycles and over time

Also, remember that as markets rise and fall, the percentages you have allocated to specific asset classes can shift, making your portfolio riskier or more conservative than you intend it to be. Make sure to review your portfolio periodically and rebalance your holdings when necessary to maintain your desired allocation.

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.

Understanding Today's Financial Environment

Understanding Today's Financial Environment

At Quail Creek Investment Center we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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