Retirement! You and your nest egg have made it this
far. At times it wasn't easy. You've endured countless
recessions, inflation, high and low interest rates, the
savings and loan crisis, the dot com craze, a major
terrorist attack, a 3 year bear market, another banking
crisis, and recently a residential real estate meltdown
that is unprecedented. Looking back, you wonder how
you got here at all. But you did.
far. At times it wasn't easy. You've endured countless
recessions, inflation, high and low interest rates, the
savings and loan crisis, the dot com craze, a major
terrorist attack, a 3 year bear market, another banking
crisis, and recently a residential real estate meltdown
that is unprecedented. Looking back, you wonder how
you got here at all. But you did.
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203 W. Franklin St.
Centerville, OH 45459
937-434-5697
Fax: 937-434-6548
Email: Tom@401advisor.com
Centerville, OH 45459
937-434-5697
Fax: 937-434-6548
Email: Tom@401advisor.com
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| Do you know How to Invest in Your Retirement? |
Looking to the future you have to figure out how to deal with longer
life spans and the medical conditions that come with them, the ever
present threat of inflation and the uncertain future of Social Security.
All of this while attempting to generate enough income from your nest
egg to keep you comfortable in your retirement..
It can be a daunting task, and not all financial advisors are equipped to
lead you on from here. Make the wrong choice at this critical juncture,
and it could be disastrous.
Every retiree we talk to has the same simple goal. Have their portfolio
generate sufficient income to cover expenses while staying positioned
for continued growth. It sounds simple. But time and time again we
see portfolios that other well meaning financial advisors have put
together that have little chance of achieving that goal. Its not that they
don't want to, its that they don't know how.
The key is using the right financial products. Too often retirees are
fooled by the "one size fits all, 5% guaranteed for life" hype that makes
more money for the broker than it does for the retiree. While this type
of product may have a place in your portfolio, it should not be your
entire portfolio. You may soon realize that while 5% for life sounded
good, you really need 8% today and it may be too late.
Once you see our short presentation on how to invest in retirement,
we are confident that you will agree with our philosophy and will want
to discuss how we can build you an income portfolio based on your
current income needs and not a "one size" approach that could leave
you short.
Thanks for taking the time to learn about our services. And remember,
generating retirement income is an art and it's our speciality.
life spans and the medical conditions that come with them, the ever
present threat of inflation and the uncertain future of Social Security.
All of this while attempting to generate enough income from your nest
egg to keep you comfortable in your retirement..
It can be a daunting task, and not all financial advisors are equipped to
lead you on from here. Make the wrong choice at this critical juncture,
and it could be disastrous.
Every retiree we talk to has the same simple goal. Have their portfolio
generate sufficient income to cover expenses while staying positioned
for continued growth. It sounds simple. But time and time again we
see portfolios that other well meaning financial advisors have put
together that have little chance of achieving that goal. Its not that they
don't want to, its that they don't know how.
The key is using the right financial products. Too often retirees are
fooled by the "one size fits all, 5% guaranteed for life" hype that makes
more money for the broker than it does for the retiree. While this type
of product may have a place in your portfolio, it should not be your
entire portfolio. You may soon realize that while 5% for life sounded
good, you really need 8% today and it may be too late.
Once you see our short presentation on how to invest in retirement,
we are confident that you will agree with our philosophy and will want
to discuss how we can build you an income portfolio based on your
current income needs and not a "one size" approach that could leave
you short.
Thanks for taking the time to learn about our services. And remember,
generating retirement income is an art and it's our speciality.
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| Contact us by emailing: Bill@401Advisor.com Twild@401Advisor.com |
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