Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2
That’s where we come in.
We use insurance products, such as fixed annuities, to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.
You Need a Plan
These days, thanks to new prescription drugs and medical technology, people are living longer than everbefore. However, one drawback to a longer life is the greater possibility of outliving your savings creatingall the more reason to develop a strategic plan that continues to work for you no matter what the marketenvironment. Consider these four components of a comprehensive financial plan:
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1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.” Accessed Oct. 25, 2016.
2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” Accessed Oct. 25, 2016.