Retirement Analyzer
Are you concerned about potential issues surrounding your retirement?
Whether you are making long range plans, close to retirement, or are already retired, we can help you to create a clearer picture of your financial future.
Good News
Today, many people are living longer than ever before.
That means that some folks may live 20, 30 or even 40 years in retirement.
Bad News
Unfortunately, many folks have no idea what it takes to survive financially throughout retirement.
Their main concern is… “will we outlive our money?”
More Good News
We can help give you a clearer picture of what your retirement years may look like.
Many people planning for retirement are affected by the “Lump Sum Illusion.” This occurs when a person feels comfortable with a large sum in their retirement portfolio, but haven’t determined how long it will last.We Can Help You Answer the Following Questions…
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When can I retire without running out of money?
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Can I continue my present standard of living into my retirement years?
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How can optimizing my Social Security benefit help my specific situation?
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How could my situation change during challenging economic times?
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How would it affect my family if I die prematurely?
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How would it affect my family if I enter a nursing facility?
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What are the possible solutions if my situation changes?
Bottom line …. will you have enough?
WE CAN HELP!
Complimentary Analysis
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Easy to understand analysis specific to your situation.
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Addresses many of your financial concerns.
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Gives you answers to important questions.
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Can provide you a sound strategy now and into the future.
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Annual Reviews to check and keep the strategy on track.
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We can help to provide you an idea of what your financial future may look like. The personalized report can show areas of concern and I can make suggestions which may help you attain your goals of a more secure financial future using potential insurance solutions.