Our Core Principles
In order to prepare for the future after you’ve retired, you need a sound income strategy for retirement. It’s our belief that your strategy should be built around these three values: Safety, reasonable rates of return,** and simplicity. Contact us, to learn more about why these key values are so important, and how you can achieve them all with the right tools.
Planning for retirement successfully can be done in a number of ways. We believe that a more conservative, cautious approach is the best one. Your top priority, in our eyes, should be protecting the money you have. If you’re curious as to how to do that, we may be able to help.
Reasonable Rate of Return**
While protecting the money you have is our core value, what’s nearly as important in our eyes is making sure you continue to earn interest on that money so that you don’t run out. Do you have to compromise safety being guaranteed* for reasonable rates of return?** As a matter of fact, no. Most financial vehicles, you’ll find, offer one of these benefits or the other: High return rates, or protection of principal. There are, however, tools that can get you both.
Lastly, but still important, we believe your retirement strategy should be simple and easy to understand. You shouldn’t have to spend time worrying about how and if your strategy is working. Not getting to enjoy your retirement is, in our opinion, the worst drawback of an overly-complicated retirement strategy. Do you know exactly how your current accounts work? Where is your money being kept? What potential risk do you have? What fees are you being charged? If you’d like to better understand your financial situation and learn how to possibly improve it, reach out.
Having all three of these benefits as part of your income strategy for retirement is, indeed, doable. Want to know how? Contact us. We host no-cost, no-obligation educational seminar events where we discuss this. Additionally, you can schedule a one-on-one meeting with us to discuss the specifics of your own income strategy for retirement. We’re always here to help.