About Us

• The overarching objective of Percy E. Bolton Associates, Inc. is to understand and address the evolving interests of retirees, leading to progressive, smooth running and cost-efficient retirement income management processes. Percy E. Bolton Associates, Inc. was founded in 1986 with the mission of providing high quality, independent consulting services. We are one of the only a few independent, fee-based firms specializing in retirement income planning and committed to providing objective and unbiased advice. Our firm is dedicated to helping clients identify their retirement goals, evaluate their long term income needs and generate a cash flow strategy to help them live securely and comfortably throughout retirement.