DO YOU HAVE THE RIGHT ADVISOR?
At America United Wealth Planning we use the very best technology, tools and resouces available to address and solve these types of problems. One such tool is a historically proven and critically acclaimed system called "The ABC Planning Process".
One of the greatest threats is the decision listen to your Advisor and tie up too much of your retirement funds a high risk market. It's not what you make... it's what you keep... that keeps you; ahead of the game! The ABC Planning Process is a simple to understand tool designed to help you create your own balanced savings portfolio. The ABC Planning Process gives your the personal choice to save based on your comfort level...NOT your Advisors!
Many financial Advisors talk to you about how much you can make; without addressing the real issue.
The real retirement issue is:
What happens to your paycheck after you retire? It Stops!
What will not having that income do to your cash flow?
Do your bills stop after you retire? Absolutely not!
So In addition balancing and protecting your retirement assets. You have to address the problem of replacing your income. For example if you're currently making $10,000.00 per month. What portion of the $10,000.00 per month have you replaced for your retirement? Where will your retirement income come from after your job is gone? Since we are living longer; is your replacement income guaranteed to last 30 years? How much of your retirement income will come from Social Security? Do you have a customized plan designed to maximize your Social Security Income or are you leaving needed benefits on the table? How much do you need to live on each month and how long will your present savings last? What happens if you outlive your savings? Will you be forced to turn to loved one for financial help?
A solid retirement begins with asking tough questions
It ends with a flexible plan that provides solid answers.
It's a road map for the next chapter of your life called...retirement.
Can We help you?
Possibly; but to what degree can't be answered until we sit down and look at your financial situation. One thing is for certain, each persons financial situation is unique and there is no one size fits all solution. It's up to you.
If you're open to some new ideas tied to solving these types of problems; then by all means contact me today. Schedule a no obligation consultation. I look forward to meeting you in person. Sincerely
John T Davis