What Do You Want From Your Money?
Recent studies show retirees have seven financial goals in retirement:
A guarantee that they won’t run out of money for as long as they live.
To avoid large stock market losses and never suffer through another 2008 type market crash again.
To increase their income, without paying a huge amount of income tax.
To understand and reduce the total fees they pay, both direct and hidden.
To earn acceptable rates of return without taking excessive risks and protect what they have.
To know what they can potentially leave to their beneficiaries.
To have all the details of their entire plan for retirement in writing.
The problem is, if you’re like many people, even those with an advisor, you’re not getting these things. If you’d like help addressing these 7 major concerns contact call us today.
Peak Financial Freedom Group
916-791-7063
You might also like to learn more about our book Momma’s Secret Recipe for Retirement Success
