In the past two decades our firm has seen that it is difficult for Americans to have a pension for their retirement. There are ways to set oneself up for a lifetime income that is not vulnerable to market ups and downs.
We work with clients to show how to take their retirement savings
including 401K ,IRA ,SEP, 403B, Mutual Funds, Stocks , etc. and create
Life Time Income.
While pensions are increasingly rare you can have one set up for you and your spouse. Add on questions surrounding the long-term financial health of
social security, you will see the need to look into creating your own retirement
paycheck that can give you regular payments every month!
A Tax-Free Retirement can be another strategy. It is one of the best kept secrets for people who can qualify! No need to pay 40% to the government for your retirement savings.
We take a look at our client’s whole portfolio, put together a plan that is specifically designed for our clients individually and making sure their needs are taken care of. More importantly, they are protected! We show our clients how to enjoy their retirement with out running out of money. No need to adjust their
living by what the market does. Let us show how this can work for you.