Income Planning

Income planning is an essential part of a healthy retirement portfolio. Lally Wealth Management recognizes the importance while always taking into account the larger picture of what really matters to you.

Healthy retirement income may come from many types of investments:


Stock dividends

Social Security


AnnuityOverlay® financial strategies

Covered Call Overlay

Our goals at Lally Wealth Management are to give our clients flexibility whether they would like to travel, leave a legacy, provide for a medical emergency, provide a death benefit, protect against inflation, visit children and grandchildren, or move to a new location.

Lally Wealth Management assists our clients in finding peace in their lives by creating and adjusting their income to fit their unique lifestyle.