Outliving retirement savings in the #1 retiree fear in America.
And 45% retirees actually DO run out of money...
But that doesn't have to be you.
Guaranteed Lifetime Income Strategies in UtahÂ
Ensuring your wealth lasts as long as you do.
Discovery
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Identify and Clarify: your goals for retirement
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Fact-finding - current financial assets, liabilities, etc.
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Social Security - information gathering.
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Longevity estimatation.
Step 1
Education
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Inflation Risk: how does inflation impact the long term?
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Guaranteed Income Floor - why it's important to have income basic needs insulated from risk.
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Healthcare - how does Medciare and long term care impact me?
Step 2
Analysis
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Savings Plan - do you need to put aside additional funds?
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Social Security Strategy - identify ideal timing
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Income Streams - other potential sources
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Tax Implications - minimization based on withdrawl strategies.
Step 3
Implement and Monitor
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Execute Plan - implement together - savings goals and income stategies.
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Periodic Review - set up review cadence to ensure we stay on track!
Step 4
What Our Clients Say
Jim is so great giving me all options on all possible plans on Medicare,supplement plans, and RX prescriptions, also calls me every year if I need to change things, like medication changes, would recommend him to everyone. He finds the best price based on my personal needs. Never would go to any one else, he is awesome! 🙂😀😃
— STEVE F. Google Review