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Our 3 Core Principles

To retire successfully, you need to construct a solid retirement income strategy.

Three Principles Philosophy

3 Core Principles

We believe you should do so using three guiding principles:

Every client’s situation, needs, and goals are different. No retirement strategy is “one-size-fits-all.” However, we can confidently say any sound strategy should implement these three principles. Contact us to learn more. Attend an educational seminar event, or set up a one-on-one meeting with us where we can offer help.

Safety First

A Reasonable Rate of Return**

Keep It Simple

3 Principles

Our Core 3 Principles

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Safety First

Protecting your principal should be your highest priority if you ask us. Your retirement income needs to last throughout your lifetime.

You likely invested more money in the stock market during your working years. This is because, at the time, you weren’t reliant on that money. You could handle the risk. You’d suffer losses, but then eventually make that money back. However, once you reach retirement age, you have less time to recover your losses. This may lead you to seek alternative options that offer lower risks. As you approach retirement, it becomes increasingly important to protect your assets.

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Reasonable Rate
of Return**

In addition to preserving your money, having a reasonable return** is also essential. Traditional financial vehicles often offer disappointing returns. Although your money is safe, it may not cover all your expenses. And, worse yet, you may run out of money after having already retired. These types of retirement income sources don’t suit the needs of most clients. We specialize in providing clients with options to both protect their money, and earn them a reasonable return.** What if we told you you could earn interest based on the performance of a stock market index? You’d earn higher returns** when the index is up, but not suffer any losses if the index falls.

A reasonable rate of return** can be obtained with the right retirement income strategy. For example, a fixed index annuity (FIA) offers indexed interest while keeping your money secure. Could an FIA be the right option for you? Reach out to us to learn more.


Keep It Simple

Your retirement strategy should be simple. And, rest assured, it can be. Are you really even retired if you have to spend all your time worrying about your money? The process can be simple with help from a professional. You deserve to retire comfortably and confidently. Each client’s needs and financial situation are unique. Fortunately, you do not need to choose between these three values. You can have all three. We can help you explore your options. Connect with us to schedule a meeting, or to reserve a seat at an educational dinner seminar.

Planning Your
Retirement Income Strategies

Contact us today to get started on a retirement strategy.