Risks to Retirement Income

Saving for retirement is just the beginning.
If you’re like many Americans, you’re concerned about saving enough for retirement. But that’s only half the story.

While it’s vital to have a solid savings strategy, you need an income strategy for your retirement, too. That’s because retirement consists of two phases: accumulation – saving money for retirement – and distribution, or receiving retirement income.

And in the same way you work to protect some of your savings from risk, it’s also important to protect your income from several risks you could face in retirement.

About Us

I have had the pleasure of working with hundreds of families, professionals, and business owners to help the, to achieve financial security. This doesn't happen without a plan that takes in consideration your goals, means, and circumstances. That is why I am associated with many world class financial institutions and a network of professionals such as "ABS" that can help make your dreams a reality. "Invest for the future and insure for the unexpected" has been our motto.

What's New

Are you maximizing your tax deductions?

Will you leave tens of thousands of dollars on the table by selecting a poor Social Security income option?

Do you understand "all" of your retirement risks such as sequence of returns, longevity risks, and cost associated with extended health care?

Do you have questions on your health insurance options?

Call me. Let's talk.