In planning for your retirement, your retirement income goes a long way in helping determine your retirement outcome.
Your retirement income is where we start the retirement planning process. Whether you are 10 years away from retirement, or 10 years into retirement, we begin the retirement planning process with a retirement income assessment. Do you have “enough”? What is “enough”? Will it last?
If someone were to ask us what our financial advisors do for our clients, it would boil down to helping them answer one seemingly simple question: “Am I going to be OK?”
The process of formulating a predictable income strategy with the goal of long-term sustainability is something we address utilizing the Asset-Cycle Portfolio System®. It may sound fancy and complicated, but our clients find it to be “so simple, it’s profound.” We’ve found that our clients enjoy the confidence that comes from knowing where their next retirement paycheck will come from.
Financial planning is all about helping you address the “What ifs” in life...
- What if you live to be 105?
- What if you need in home care services, how would you pay for it?
- What if you find yourself in a new tax bracket?
- What if you receive an inheritance?
- What if you pass away?
- If the market has a major correction or recession, will you still be able to retire?
Do you remember the first time you purchased a house? Do you remember that sense of pride you had? Remember inviting people over to show it off? It didn’t matter how big it was, or how fancy it was…. It was yours. Remember that feeling? As a financial planner, we can promise you something – you will probably not feel that same sense of pride if you purchase a life insurance policy or a long-term care insurance policy – even though you should.
It’s not always fun, but we think you should feel the same sense of pride by addressing these things as you did when you purchased that first home. It’s an important part of the financial planning process, and we’re not scared to talk about it. In fact, we’re the first ones to pat you on the back for taking care of business.
Whether it’s helping with retirement planning, financial planning, income strategy or wealth management – our certified financial advisors will help you on your way to meeting and exceeding your future financial goals.
Call us today for your free appointment! (530) 672-1703 or (707) 297-6934, or email, firstname.lastname@example.org.