Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, only 36 percent of pre-retirees have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, 71 percent of investors are concerned that inflation will negatively affect their retirement savings.2
That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
1 SOA Research Institute. February 2022. “2021 Retirement Risk Survey.” Accessed March 9, 2022.
2 Lorie Konish. CNBC. Oct. 14, 2021. “71% of retirement age investors worry rising inflation will negatively affect their savings, survey finds.” Accessed March 9, 2022.
We can also refer you to professionals who provide the following services: