Did You Know?
90%
Nearly 90% of Americans are not confident in their overall retirement savings situation.
56%
56% of Americans admit they are unsure if their savings will last their lifetime.
1/3
Less than 1/3 of Americans have a retirement plan that guarantees lifetime income.
42%
42% of Americans rely on family / friends for financial advice, 41% on web search, and 39% on pro advice.
1 in 5
Less than 1/3 of Americans have a retirement plan that guarantees lifetime income.
+50%
More than 1/2 of Americans do not have a will to protect their estate or their families.
Leadership Council. https://fiainsights.org/2017-year-uncertainty/
Common Concerns
Our clients are most concerned about:
Solutions
The solutions we offer can help you:
