CALL US TODAY! (571) 344-4564 | larry@yesretire.com
Running out of money makes up 72% of pre-retirees’ greatest concerns about retirement.1 By simply addressing this problem, we solve more than 50% of all retirement problems. Additionally, 68% of workers don’t know as much as they should about retirement strategies.
The need to meet with an advisory firm is great, but it’s especially critical for those approaching retirement. After working for so long and saving as best as you can, don’t you think it’s important to structure your retirement in the best way for your success? Too many people simply maintain the same plan as they come within five years of retirement. Even worse, many people enter retirement with this same plan, leaving them exposed to higher levels of risk than necessary and without sufficient income plans in place.
Retirement Protection Solutions is passionate about making sure we can help and assist as many retirees as possible with a sustainable, structured retirement plan that is able to meet your goals.
1 https://www.thinkadvisor.com/2020/02/10/what-pre-retirees-worry-about-as-retirement-approaches
When you come into our office, you will be met by our highly trained retirement planners who will assess your current and future income and build a budget that’s best for you and your family. Once we have an understanding of your monthly and annual income needs, we will perform a full-depth analysis of your current portfolio. Based on our initial meeting discussing your goals and investment tolerance, we will design a custom plan that meets your risk guidelines and investment objectives.
When we meet to review your custom plan, we will review hypothetical scenarios through age 100 that you can expect to experience throughout your retirement. We also stress test your plan against even the worst market conditions. Reviewing all market types and showing you the stress test will help offer added peace of mind knowing your retirement plan is structured to last, no matter the market environment. This allows you to stay on track for a successful retirement.
Once the plan is in place, we will meet regularly to review your retirement and make any adjustments if necessary. We don’t believe in building a plan and walking away. We believe in building your plan and being there for you to support your retirement and your family.
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