We Focus On Retirement
Our strategies are designed to provide predictable income that will last your lifetime and beyond.
Today it is not unusual for someone to retire and live to age 90 or longer. Planning for your nest egg to provide income that will last 30 years or more is crucial for today’s retiree. What is ironic is that many retirees are trying to generate income from volatile investments that are unpredictable. Our strategies are designed to provide predictable income that will last your lifetime and beyond.
The Discovery Phase
The Strategy Phase
The Strategy Phase has a primary objective of developing an effective, long-term investment and withdrawal strategy that is custom tailored to your objectives and goals. We then develop a comprehensive plan that outlines the strategy options recommended for long-term success. Our strategies are designed to provide predictable income that could last your lifetime and beyond.
Once you have evaluated and thoroughly understand the impact of each option on your objectives, we can move to the Implementation Phase. During the Implementation Phase we maintain constant communication. We strive to make this process quick and easy for you.
Assured Retirement Group Will Help You
- Prioritize your savings among taxable and tax-deferred options.
- Decide when and if to roll your 401(k) into an IRA.
- Design a plan for when and how to take your Social Security & Pensions the right way.
- Learn how to draw from other assets tax efficiently and considering the effects of inflation.
- Fill in the income gaps tax efficiently and with prudent investment decisions.
Ready to get started?
It’s easy. Connect with one of our financial advisors today and we’ll design a plan customized to you!
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