Our 3 Core Principles For Crafting a Retirement Strategy
- Protection of principal
- Reasonable rate of return**
- Keep it simple
Our three core values are
01
Protection
In our view, the most critical aspect of your retirement strategy is safety. In retirement, you are entirely dependent on your savings to provide income to fund your living expenses. Your income stream may be adversely affected if your principal isn’t properly safeguarded and you incur substantial losses. With the right option, you can protect your principal and guarantee* a consistent and dependable income during your retirement years.
02
Reasonable Rate of Return**
In addition to the the rising cost of living and other factors, retirees are at risk of outliving their savings due to longevity. Nevertheless, if you are able to generate a reasonable rate of return** on your savings, they will hopefully serve as a dependable source of income for the rest of your life. Certainly, it’s essential to have both principal protection and a reasonable rate of return.** In our view, both of these attributes are indispensable to a successful retirement strategy.
03
Keep it Simple
Finally, there is the issue of simplicity. Not only are more complex retirement strategies not necessarily better, but we also think the stress they may generate can make things worse than a more striaghtforward strategy. Your ability to retire with confidence and stability is facilitated by a degree of simplicity and your comprehension of the mechanics of your strategy.
If you want to learn more about what we believe makes the perfect strategy and what tools might help you achieve it, reach out to us.
Attend an educational dinner seminar presentation by reserving a seat. Alternatively, you may want to arrange a private consultation with us to address your unique circumstances and retirement goals.
