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Retirement Savings Options

You’ve worked hard your entire life and saved your money for retirement. Now is the time to make your money work for you. Most retirees want to make sure that their money lasts their entire lifetime. The key to choosing the right retirement savings options is having the right retirement advisor on your side. Turney Financial Group, LLC believes in forming meaningful relationships with our clients. Because of our “people-first” approach, we listen and work with our clients to help make their retirement dreams come true.

Planning For Retirement

Protection Is Key

When it comes to long-term preparation for retirement the prime rule is: don’t lose money. Insurance products like fixed index annuities (FIA) or index universal life insurance policies (IULs) provide the possibility to keep your principal protected. But, your strategy also needs a way to make more money as well. Fortunately, FIA and IUL policies can aid. These varieties of insurance products enable you to grow interest when the market index is up but protect your money when the index is down.

No Obligation Retirement Strategy Reviews

One approach to becoming more knowledgeable about how to plan for retirement is by attending an educational seminar. Turney Financial Group, LLC provides retirement seminars for retirees and our community.  In addition to no-cost educational seminars, we also offer no-obligation “retirement strategy reviews.” 

During your reviews, we will go over your current retirement strategy. You’ll have the opportunity to get answers to any of your questions and we will make suggestions based on your current situation and goals for retirement.

Also, we’ll guide on issues such as:

  • What are the risks of your current investments
  • How protection is an essential part of planning for retirement
  • How to plan for your money to last
  • Possible tax-free income strategies for retirement
  • What happens to your money if the market sinks?
  • Taxes, estate planning, and other factors
  • Tax-deferred ways to transfer wealth

Getting Educated: How To Plan For Retirement

The choices you make concerning your retirement savings could impact the rest of your life. That is why it is important to be knowledgeable about how to plan for your retirement. Turney Financial Group, LLC offers education seminars for retirees and pre-retirees in Tennessee.  At every event, we will walk retirees and pre-retirees through up-to-date market information. We also will discuss ways for you to protect your money.

We believe an educated client is an empowered client. Our retirement strategy specialists can show you how to protect those funds while earning a reasonable return on your investments.* Contact us today to discuss a retirement income plan that is right for you.

Our Clients Are Educated On

Unique Retirement Strategies

Turney Financial Group, LLC is committed to defending our client’s future retirement. As you move closer to retirement age it is important to have a blueprint to preserve your hard-earned money. You don’t need to be at the mercy of market volatility, and you don’t need to give up a reasonable rate of return. 

Turney Financial Group, LLC works with our clients to determine life insurance and annuity products that can give security for their principal and at the same time keeps an opportunity for a reasonable rate of return. Accomplishing potential index growth while defending your principal can be possible, let the retirement professionals at Turney Financial Group, LLC show you how.

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Start Planning Your Retirement Today!

When you are ready to start planning for your future, Turney Financial Group, LLC is there for you every step of the way. Come and learn about protecting your principle, your tax-deferred options, how to retire tax-free, and so much more. Come join us at an educational seminar or call to schedule an appointment today!

*Reasonable rate of return over time.

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