Are You Concerned About Your Retirement Income?

 
 

Keys to A Secure Retirement

Capital Preservation

You’ve worked hard to create your retirement savings. Keeping it safe becomes even more important the closer you get to retirement.  There are many factors that can impact your retirement nest egg. Market declines, inflation, taxes, health care costs, and unexpected expenses can all take a major toll on your savings. READ MORE

Lock In Your Gains

Our clients using this strategy did not lose a penny during the market crash of 2008-2009. Not one. Principal is guaranteed while you enjoy returns from index performance, and eliminate the downside risk.
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Guaranteed Income

 Creating a reliable income stream to last throughout your retirement is also Key.  Many retirees worry about outliving their money.  Depending on each individuals needs and assets, guaranteed income can be achieved that will last a lifetime.  Retirement is to be enjoyed and having a steady income is Key to creating a retirement lifestyle you desire. 
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Tax Efficiency 

How can I avoid all of these potential taxes after I stop working?  What about Social Security?  When should I take my benefits?  All are great questions.  Each individual’s financial is different.  READ MORE

Peace of Mind

By creating sound strategies and employing safe investment options, retirees can in fact enjoy Peace of Mind.  Safety, Guarantees, Income you cannot outlive with a tax strategy in place and even options that can cover unexpected health changes. READ MORE