Do you have enough set aside to last through your retirement years, regardless of how long you live?

What if we have 6% inflation for each of the first five years of your retirement? Will your savings and investments keep up?

If we have deflation for the next 10 years, will you be able to recover your investment values before you retire?

Do you have a Wealth Preservation Plan that allows you to succeed regardless of which occurs — inflation or deflation?

If not, contact me for a confidential evaluation of your resources, how they are funded, and how long they will last — using several scenarios. If it’s right for you, we can discuss options that will give you an income for the rest of your life — GUARANTEED. If that option isn’t available for you, other options may be, and you’ll learn what they are.

Use the contact form to get started. Don’t wait until it’s too late! Act now to ensure your retirement is comfortable.

Oh, and did you know we are living longer as a society? In fact, my great-aunt Grace lived 109 years, so I am planning for a long life and can help you plan, too. Contact me for assistance with either retirement income or long term care. I can help.

Long Term Care

What coverage do you have in place should you require assistance for several months or a year?

Perhaps with a broken hip from falling? Or maybe an “oops” on that great mountain biking adventure last weekend that will now keep you laid up for eight  to twelve weeks? Or tripping over the garden wall and missing your footing on the ground? Any of these could have you needing round-the-clock care for longer than you have planned in your other insurance coverage.

Long Term Care might be needed at any age.

Be prepared if you need Long Term Care -- even before retirement age.

These are also situations where Long Term Care Insurance comes through for you. It’s not just for older people, and not just for “permanent” long term care. Of course it’s useful for your retirement years. But did you know most people purchase long term care insurance in their 50’s, long before they are thinking of retirement?

If you want to know more, please contact us and let us provide a confidential assessment and recommendations based on your needs.

Oh, and if you are interested in guaranteed retirement income — for as long as you live — give us a shout and we’ll help you with that, too.