FINANCIAL SOLUTIONS
PLANNING FOR TOMORROW
In these uncertain times, it pays to be prepared when it comes to retirement. There are many solutions whether you are young or in your retirement years.
The issue is that we've been sold an idea on the best way to save for retirement only to discover that it isn't working. At the end of the day, high risk investments and even 401ks may not be the best way to protect your golden years.
There are plans out there to protect what you have saved and give a guaranteed income while you are in retirement. There are also plans to protect you and your savings during those working years when you are able to save. These plans allow you to not only participate in market gains, but protect against market losses. To find out what you can qualify for, schedule a FREE, no pressure
consultation.
There is a lot to consider when setting up a solid and sustainable financial plan. A lot can happen that can wreak havoc on the best "retirement strategies". A FREE consultation can help identify ways to have a happier retirement, and can determine if Life Insurance, Health Insurance, or Mortgage Protection might be a good fit as well for your complete coverage needs.
How to plan for wealth
How to plan for wealth
How to plan for wealth
- Set goals
- Build an emergency fund
- Manage debt
- Outpace inflation
- Invest for cashflow
- Guard against losses
- Reduces taxes
Is my plan complete?
How to plan for wealth
How to plan for wealth
THESE QUESTIONS CAN HELP....
1. What do I want my life to look like?
2. How much passive income do I need to be financially free?
3. Do I need to generate additional income, and if so, how?
4. What do I have in place that offers guarantees?
5. What future expenses do I expect to have, and how will I pay for them?
6. What do I have set aside in case of an emergency?
7. Do I have money to take advantage of opportunities when they come up?
8. What do I have in place to cover my income if I lose my job or can't work?
9. What do I have in place if I need long term care while in retirement?
10. Do I have anything in place to reduce taxes in retirement?
DID YOU KNOW?
You can still lose money in an IRA if the market crashes?
About 50% of Americans have no money saved for retirement
Running out of money follows health care costs as one of the biggest risk in retirement
There is over $1.35 trillion currently sitting in forgotten 401(K)s
With a properly set up plan you can become your own bank, and it is easier than you might think
There are ways to participate in the gains of the stock market without taking any losses
It is possible to get a guaranteed lifetime income without surrendering your principal with certain annuities
