How To Reduce Your Fears About Your Money & Retirement
If you’re retired or near retirement, we can help reduce your fears about your money and retirement.
We can create a written retirement income plan for you that will serve as a roadmap, like navigation in your car, to make sure you don’t get lost during retirement.
We can help eliminate your fear of running out of money by helping you create dependable income guaranteed for life.
We can help you protect and grow your assets without taking excessive risks, by using multiple, conservative asset strategies, making sure you don’t lose what you’ve worked so hard for.
We’ll uncover the total fees you pay both direct and indirect – and work to reduce them.
We estimate what you can potentially leave your beneficiaries after using your assets for income
We put all the details about your money in writing for complete transparency, reducing your worries, allowing you to feel free to spend your money – without guilt or worry.
You may also be interested in this recent video from our Whiteboard Series.
If you want to feel confident and stop worrying about your money, call us and we’ll help you build a plan to reduce your risk and create a dependable lifetime income.
DISCLOSURE – All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply. Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company. Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.
Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14013, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents. Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
Peak Financial Freedom Group ∙ (916) 791-7063 ∙ www.peakfin.com 2520 Douglas Boulevard, Suite 110, Roseville, CA 95661