Financial Planning
Did You Know?
Nearly 90% of Americans are not confident in their overall retirement savings situation.
56% of Americans admit they are unsure if their savings will last their lifetime.
Less than 1/3 of Americans have a retirement plan that guarantees lifetime income.
42% of Americans rely on family / friends for financial advice, 41% on web search, and 39% on pro advice.
One in Five Americans have nothing saved for retirement or final expenses at all.
More than 1/2 of Americans do not have a will to protect their estate or their families.
Indexed Annuity Leadership Council. https://fiainsights.org/2017-year-uncertainty/
Common Concerns
Our clients are most concerned about:
- Outliving my money
- Maintaining my current lifestyle
- Social security may not be available or enough
- Need of nursing home care
- Unpredictable Earnings (Income)
Solutions
The solutions we offer can help you:
- Protect your nest egg from the market
- Balance your current retirement plan
- Offer you a lifetime income stream
- Have predictable Earnings
- Tax-Deferred Growth
