For Pre-retirees and Retirees
As a pre-retiree and/or retiree, you are coming to the peak of your financial mountain climb. You have been allocating your assets, making them work for you and now you are close to reaching the top or beginning your descent down your financial mountain into what we describe as, the asset designation stage. It is critical you don’t run out of steam on your way down this climb. You worked so hard to allocate your assets; we help ensure you don’t make any wrong moves to jeopardize these assets. This phase of your life involves careful planning to distribute your hard earned money into strategies to ensure you maximize your retirement.
Here at Cornerstone Financial Group, we sit down and learn about what is important to you in retirement. We match your long term goals for retirement with a custom designed income distribution strategy, allowing you to achieve all your goals. Each individual strategy we create delivers a plan you can use to ensure you are covered for your needs in retirement. We will ask you the hard questions, work with you to develop and properly implement your plan to protect your legacy and offer you lasting protection for your financial future. Once your custom plan is in place, we will closely monitor and review your plan throughout each phase of your life. We like to think of ROI, not as Return on Investment, but as, Reliability of Income.
Call us today for your free appointment! (530) 672-1703 or (707) 297-6934, or email, firstname.lastname@example.org.