Income planning = Peace of mind
The number one fear of retirees today is not health care or politics. The number one fear is running out of money. That’s why it’s important to establish a means of guaranteed income now - income that you will not outlive and that will allow you to experience your desired lifestyle.
Interest is only part of the equation.
Low interest rates benefit the borrower, but not the investor. And, they cannot be relied upon as the primary factor in ensuring consistent income in the future. You need a financial planner that takes a holistic approach - first by getting to know your current financial situation and your goals for the future. Then, using a multitude of tools including life insurance, tax strategies, various annuities, securities and more, your financial planner should set a course for you that you can understand and follow with ease.
We’ll begin with questions like these:
- What resources do you have to fund your retirement?
- What’s most important to you?
- What is the outcome you want?
- What is your risk tolerance?
- How much income do you need for retirement?
Financial Strategies has decades of experience in helping clients like you design and execute customized income-generating plans. Smart decisions today pay dividends tomorrow.
You’ve probably already started saving for retirement. Your Financial Strategies team will help you safely generate higher growth and income for your retirement portfolio. Today, many investors are taking dangerously large risks with their money just trying to increase their investment returns. Financial Strategies' experienced team will help you grow your assets with reduced market risk and generate greater income for retirement. Simple modifications can result in substantial portfolio enhancements just by safely repositioning some of your accounts.
And, that’s just the beginning. Together we’ll look five, 10, 20 years or more down the line to determine the best income plan for you and your family. Contact Financial Strategy today - a complimentary consultation can be the first step toward a real, personal relationship with you financial advisor.