Lifelong Financial solutions can help you plan for retirement! We may have the key to the perfect strategy for you.
What's Your Plan for Retirement?
When you plan for retirement, there are many things to consider. First, how much of your money should you keep safe? How much of your money might you keep more active in the markets? In your earning years, you may have felt more comfortable with higher risk. Indeed, you may have time on your side when you are young and working. However, as you exit the workforce and plan for retirement, you may look for more conservative solutions. Of course, most people still want a reasonable rate of return.** Yet, protection may be another aspect of your retirement strategy. When your life changes, you may wish to change your plan as well. This is another good reason to know your options – because life happens.
Let's Take A Look
Do you have current annuity, fixed index annuity, or other types of annuity policies? Perhaps you have a life insurance policy you aren’t sure about? Of course, we offer complimentary learning seminars and events to provide overview information. However, we also meet with clients one-on-one to review any current policies and discuss options. We want to know your goals and your expectations. In fact, we take our time to make sure that what we offer is a good match for you and your goals. When we meet, be sure to ask lots of questions. Indeed, information may help you discover new ways to achieve your plan for retirement.
For example, in our meeting you may learn:
Not a One-Size-Fits All
Each person or couple is unique in terms of their plan for retirement. Because of this, we recommend you connect with us at an upcoming event. Or, if you prefer, give us a call. We care about your experience and provide you an opportunity to learn about your retirement options in a comfortable environment. Truly, in order to work, a strategy must really understand the client and their need. In fact, this is exactly what we aim to do in our meetings with clients. Your needs and concerns matter to us.
Learning More About Money: Is it Part of Your Plan for Retirement?
What you do now with your money may impact your retirement later on. Therefore, the more you know about options for your money, the better you may be. At Lifelong Financial Solutions, we host regular dinner events where we educate pre-retirees and those in retirement. In fact, the topics at these events include understanding retirement strategies. The meal at this event is complimentary and we seek to provide some great information along with a good time out. Without information, how can one make a good decision? Register for one of our events today. We hope you’ll join us to learn more.
Helping You with Your Plan for Retirement
Lifelong Financial Solutions cares about people. In fact, we treat our clients like we treat our own family. Also, we don’t push people into becoming clients. We believe our role is to educate, inform, and provide options. Then, you can make the best decisions for yourself. Of course, we also make sure that any products our clients engage in are, indeed, suitable and appropriate for their situation.
Would you like to set-up an appointment to discuss your current plan for retirement?
Let’s talk and see how we may be able to help.