Three Core Principles

Retirement Made Simple

“Can you have a retirement made simple? Throughout my life, I’ve been told I’m a good teacher. Maybe that’s because I like to break things down so they are easy to understand. In fact, this is the same approach we take with our clients. We want you to gather information so you can feel confident in your retirement. ” 

-Tom Salestrom

Does It Have To Be So Complex?

Of course, retirement can feel a little complicated. First, you make decisions about where you want to put your money. For example, some types of accounts offer roll-over strategies, including IRAs or 401 (k)s. If you have a 403(b) or a 457 plan, you may have different rules. Second, as life goes on, your plans may change. Perhaps you had a more risk tolerant plan early on. However, now that you are close to retirement, you may want something with less risk. Finally, you have to learn your options in order to make a decision based on what’s best for you. Retirement made simple may seem impossible. Yet, it is one of the principles we believe in. Through our educational events and attention to our clients’ questions, we help keep things simple for you.

Retirement made simple may seem impossible.

Yet, it is one of the principles we believe in. Through our educational events and attention to our clients’ questions, we help keep things simple for you.

seniors posing at the top of hiking destination retirement made simple

Retirement Made Simple With Protection

Lifelong Financial Solutions helps you discover that you may be able to have a retirement made simple. For example, you may select a product that helps protect your money. We believe in the idea of conserving some of your money and limiting the amount of risk for that portion of your wealth. Also, the concept is simple and yet can be a powerful strategy for your lifetime income. As we age, we begin to value security more and more. Therefore, keeping a simple approach to retirement includes having protection. We help you learn about products that may protect your savings from market loss, yet provide potential income for life. Because protections and potential indexed interest can contribute to a retirement made simple.

Through different strategies, clients may be able to keep their wealth safe. Specifically, certain fixed index annuities (FIAs) are one way for some retirees to do this. That’s because these products do not link directly to the stock market. Instead, they link to an index. Therefore, it may be possible to earn a potential indexed interest when that index rises. Then, if the index lowers, your principal is safe via the claims-paying ability of the FIA insurance company.

clients meeting with financial advisor to discuss retirement made simple

Helping You Find Your Way

Your retirement, made simple. That’s what we aim for. Without a simple and straight-forward plan, many retirees feel stress about their finances. For instance, some people in retirement may think about stock market changes. Could the stock market reduce your total savings? Another area of stress for some retirees is income. Will you have enough income to last for your whole life? Or, will it run short? Our company presents you with options that may give you a retirement income you can not outlive. Additionally, you may have ways to save your principal from loss, too. We want you to feel comfortable about your retirement. Retirement made simple may be a reachable goal for you.

Lifelong Financial works hard to go above and beyond for each of our clients.

Over the decades, we have helped so may people to protect their savings. Also, our work helps clients to protect those they love or those they may leave behind as well. Discover some of your options at one of our fun and informative dinner seminar events. Or, call us to make an appointment. We can’t wait to work with you.

Retirement Made Simple Checklist

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