SoCali4niaInsurance- Brian J Stidham

Retirement Income Planning

RETIREMENT INCOME PLANNING

Planning For Retirement

We often question ourselves of saving enough during the years leading up to retirement. Your current lifestyle is dependent upon recurring income you bring home every month. 

You may even question your capability of maintaining that same standard of living during retirement.

Get help from a team of professionals by providing you with a full analysis of your current financial situation and suggestions to fulfil your retirement needs. 

Recovering Losses

Opportunity and time to recover market losses become a decisive factor during the final years leading up to your retirement. 

Those who have experienced financial loss due to an unstable market can create a time issue needed to gain back the loss to retirement savings accounts. 

The question now becomes, “When is the right time to transition from high risk investments to more conservative strategies?” 

Allow a full team of professionals assist you and suggest ways to protect and save more for retirement.

Slide 1- Ready For Retirement?
READY FOR RETIREMENT?
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Are you approaching retirement?
Are you currently on the right path?
Do you seek guidance in helping you reach your goals?
Find solutions to help you pick your correct plan of actions.

Are you approaching retirement?
Are you currently on the right path?
Do you seek guidance in helping you reach your goals?
Find solutions to help you pick your correct plan of actions.

Are you approaching retirement?
Are you currently on the right path?
Do you seek guidance in helping you reach your goals?
Are you looking for solutions to help you pick your correct plan of actions?

Slide 2- Start Planning For Retirement
START PLANNING FOR RETIREMENT
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No matter what your future plan for living a long life is, seeking financial security is key. Weigh the challenges and opportunities between your shorter-term goals, passions, and barriers.

No matter what your future plan for living a long life is, seeking financial security is key. Weigh the challenges and opportunities between your shorter-term goals, passions, and barriers.

No matter what your future plan for living a long life is, seeking financial security is key. Weigh the challenges and opportunities between your shorter-term goals, passions, and barriers.

Slide 3- Retirement Income
RETIREMENT INCOME
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There are three factors that will impact your retirement income, taxes, inflation, and health care. Don't be left short of income when planning your retirement.

There are three factors that will impact your retirement income, taxes, inflation, and health care. Don't be left short of income when planning your retirement.

There are three factors that will impact your retirement income, taxes, inflation, and health care. Don't be left short of income when planning your retirement.

Slide 4 - Maneuvering Financial Barriers
MANEUVERING FINANCIAL BARRIERS
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Position a portion of your portfolio to deliver lifetime income. It can help address:
• Income
• Consumption gap
• Risk tolerance
• Guaranteed income sources

Position a portion of your portfolio to deliver lifetime income. It can help address:
• Income
• Consumption gap
• Risk tolerance
• Guaranteed income sources

Position a portion of your portfolio to deliver lifetime income. It can help address:
• Income
• Consumption gap
• Risk tolerance
• Guaranteed income sources

Slide 5- Outliving Your Money
OUTLIVING YOUR MONEY
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Will you need a separate or an additional source of income to supplement your Social Security, Pension, IRA, or 401(K)?
An Annuity can provide you with a guaranteed income stream for life!

Will you need a separate or an additional source of income to supplement your Social Security, Pension, IRA, or 401(K)?
An Annuity can provide you with a guaranteed income stream for life!

Will you need a separate or an additional source of income to supplement your Social Security, Pension, IRA, or 401(K)?
An Annuity can provide you with a guaranteed income stream for life!

planning for your retirement?

Social Security may not provide the necessary funds to maintain your current lifestyle. Learn about available ways and opportunities to create a guaranteed retirement income stream for life.

Schedule an appointment

Have questions regarding your Retirement Plan?