RETIREMENT INCOME PLANNING

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?
Find solutions to help you pick your correct plan of actions.

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

RETIREMENT INCOME
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There are three factors that will impact your retirement income:
• Taxes
• Inflation
• Health Care

There are three factors that will impact your retirement income:
• Taxes
• Inflation
• Health Care

There are three factors that will impact your retirement income:
• Taxes
• Inflation
• Health Care

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

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!

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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.

Have questions regarding this topic?

Please fill out the form and I will get back to you shortly.

Commitment & Trust

Every client must personally benefit from any action to there own unique situation and circumstances.

Illustrations, Reports, Analysis & Discusion

Provide detailed analysis reports with a full evaluation of your current financial situation.

Planning For Retirement

We often question ourselves if we have saved enough during the years leading up to retire. Your current lifestyle is dependent upon a recurring income you bring home every month during your working years. You may even question your future capability of maintaining that same standard of living. 

Time Recovering Your Loss

Opportunity and time become a decisive factor leading up to the final years before your retirement. Some of us have experienced financial loss due to an unstable market and becomes a time issue to gain back the losses from investment and retirement accounts. 

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

Questions or Comments

I welcome your questions or comments. Thank you!

Contact

brians@socali4niainsurance.com 

(951) 204-2745