HOW A NEW DISCOVERY MADE A RETIREE HAPPY!
Allen Freeman CFP?, CDFA?, CLTC?
Helping High-Income Earners Optimize Tax Efficiency and Build a Tax-Free Retirement Income
Have you ever noticed how some retirees thrive in retirement.
What is the difference? Are they getting advice that you are not? Why do they seem to have a relaxed peace of mind about retirement?
Now you can have those secrets also. They are really not secrets … just different advice than what is offered from cookie cutter advisors that put every client in the same box of products.
So now what ….
Want to learn custom strategies and techniques that will potentially enhance your retirement, and create peace of mind that you ARE doing the right things.
Before we take a look at the strategies that create this … let's look at how BIG a PROBLEM it really is.
And the problem becomes bigger the older you get.
- Longevity risk
- Market risk
- Geo political
- Interest rate
- Taxes
- Sequence of return risk
- Blended family risk
Why do so many retirees continue to go down this well worn lost path only to discover when it's too late they chose the wrong advice.
The reasons are endless and too many to list.
But here is a short list
- Too much pride -
- They follow bad advice
- Too much reliance on doing everything themselves
- They believe they are invincible
- They procrastinate
The tragedy is the reasons do not matter
Here is what i have learned by talking to many retirees:
You feel that because you like your advisor and he is friendly, you are getting the best investment management.
You are relying on market gains to generate the 4 - 6% returns every year you need for monthly cash flow.
You think that all advisors are the same and credentials don't matter that much
You feel that because your advisor is with a big firm that has a logo as a bull or carriage wagon with horses or some other retail street sign that you are getting the best comprehensive investment advice
You think that attending free chicken dinners is a great way to stay up on the market and economy and making sure you are doing the right things and being sure you are not missing out on something.
You think you are getting custom and personal advice and investment strategies, but actually getting cookie cutter off the rack information that they pitch to all their customers rather that truly customized fiduciary advice
You have all your retirement assets in a 401k or IRA and just turn on the income when you retire.
The list goes on and on ……
You see, wealth is not created or maintained by putting all your money in the stock market and then hoping everything goes well the next 10, 20, or 30 years.
If you would like a path to generate wealth, sustainable cash flow, LTC protection strategies then we may be able to help ….. This is our expertise
Wealth is created by taking an active role in investments that have been
- Proven over time to build wealth
- Specifically stacked - stacking those investments in a specific order
- Increase your control to create the control you have and
- reduce the risk you are taking
If this is appealing to you Register for our Principles of Retirement Planning Course