Plan For a Sustainable Harvest
You may have a financial plan, but is it sustainable?
You may have a financial plan, but is it sustainable?
You may have a financial plan, but is it sustainable?
If you're retired or soon will be, you should be asking yourself two important questions.
- Do I have enough Guaranteed Lifetime Income?
- Have I taken the Key Retirement Risks off the table?
My job is to provide effective strategies to address these questions and help remove fear and stress from your retirement journey.
"Let's create a plan that
If you're retired or soon will be, you should be asking yourself two important questions.
- Do I have enough Guaranteed Lifetime Income?
- Have I taken the Key Retirement Risks off the table?
My job is to provide effective strategies to address these questions and help remove fear and stress from your retirement journey.
"Let's create a plan that you can count on in the future and not one you can only hope & pray for."
The four primary retirement goals
You may have a financial plan, but is it sustainable?
You may have a financial plan, but is it sustainable?
LIFESTYLE
Maximize spending power
LIQUIDITY
Maintaining reserves for the unexpected
LONGEVITY
Assets for the rest of your life
LEGACY
Leaving assets for loved ones
Primary retirement risks
You may have a financial plan, but is it sustainable?
Primary retirement risks
LONGEVITY RISK
- Running out of assets
- Outliving your money
MARKET RISK
- Interest rates
- Volatility
- Inflation/deflation
SPENDING RISK
- Medical costs
- Emergencies
- Milestone events
National Social Security Advisor Certificate Holder
