Learn About
Our 3 Core Principles
- Safety first!
- A reasonable rate of return**
- Simplicity
Safety First
During your working years, you may have felt more at ease with risk. However, as retirement approaches (or arrives), circumstances may change. The stock market has ups and downs, which is fine–if you have time to wait for an upswing. However, as you get older, time is no longer on your side. Soon, your savings will be your only source of income. You’re going to need that money, so if you experience a loss in retirement, you likely will not have enough time to recover. This is why it is critical to incorporate safety into your approach… If you ask us, it should be your number one priority. Safety comes first, followed only then by potential gains.
Our approach
Reasonable Rate of Return**
Do you have to choose between earning a reasonable rate of return** and protecting your money? Fortunately, you don’t.* You can get both of these perks. A reasonable rate of return** is possible with the correct retirement income strategy, and achieving it should be your next objective after safety. It is critical that you continue to generate interest on your retirement savings at a reasonable rate (over time). You don’t want to run out of money and be forced to return to work years after retiring. Certain annuities or life insurance products may allow you to protect your money while still earning a reasonable rate of return.**
Keep It Simple
Your approach should not only secure your money and provide a reasonable rate of return,** but it should also be straightforward and easy to understand.
You might be able to gain all of these benefits with a single product. This is highly beneficial; you shouldn’t have to spend your retirement closely monitoring your accounts and worrying about the profitability of your assets. Instead, you deserve a strategy that gives you confidence and a sense of security. Annuities and some other products may be able to help you with this.
You do not have to pick between these three principles; instead, you should aim to have them all.
Thankfully, you can.
If you want to learn more about the options we offer, please contact us. You can register for one of our educational seminar events or book a one-on-one meeting with us to address your specific needs. Contact us today!
