Let's Focus On
Good Retirement Strategies
The importance of safety in a retirement strategy is one of our core principles. If anyone were to ask us, “What are the best retirement strategies?” our answer would be consistent. A good retirement strategy includes a component of safety as its foundation. Yes, you can look for ways to earn a reasonable rate of return.** But protecting your assets should be the first priority when reaching for your retirement goals. You may need a new strategy, depending on your stage of planning. People generally want less risk in their investments as they age. You can learn how to keep it safe from potential losses while creating potential income for life. When you’re ready for that next step, we’re here to help. Join us at a seminar or call us to schedule your appointment today.
Reviewing Your Plans
On top of our no-cost educational seminars, we also provide retirement reviews. At this appointment, we’ll look over your current assets. We’ll also discuss your goals and any areas of retirement or lifestyle that are important to you. We encourage you to bring your own questions to our meetings so we can provide you with answers. Some of the topics we can review with you include:
- Benefits of a clear and concise retirement strategy
- Risks of current portfolio investments
- Evaluating the amount of risk you’re willing to take
- How you can use safety as a principal in your plan
- Goals and needs in retirement
- Ideas for transferring wealth to your heirs
Finding a Retirement Strategy That’s Right for You
Everyone’s needs are different. This is why we highly recommend that you speak with us one-on-one. Finding an advisor with experience who’ll listen to your goals and ideas is important. Every strategy, of course, relies on the individual concerns and needs of its respective client. So look for a financial advisor who’ll help find the right solution for you.
How To Select the Right Advisor
There are instances of clients who we can’t help; their situation is simply outside our range of knowledge. But generally, most people we meet with have needs and priorities that match our values and offerings. It’s very important to us that you feel confident in our abilities and trust us when deciding to work with us.
Sometimes your needs will shift over time. For instance, you may have been more open to investments that came with risks when you were younger. But, now that you’re no longer working, you’re probably looking for less risk. Most retirees can’t afford to experience a big dip in their retirement account. Especially as we age, our ability to recover from big losses lessens more and more. Because of this, people in some cases will have to work longer than they originally planned. What’s worse, people who suffer market loss could find themselves needing to return to work after retirement in order to make ends meet. This definitely isn’t a situation we’d ever want our clients to be in.
Education Is Key
The choices you make regarding your money now could impact you later. Therefore, we focus on giving you the financial and retirement education you need. Here at Turney Financial Group, LLC, our dinner seminars provide information you can use in your planning for the future. We also pay for you to enjoy a complimentary dinner whilst we go over your options for money security and protection in retirement. We also talk about different tax strategies, facts about retirement strategies, and ways to leave a legacy behind. You can’t make a decision without being well-informed. This is why we encourage you to sign up for one of our educational seminars to learn more.
A Fresh Approach to Retirement
Here at Turney Financial Group, LLC, we believe the best way to help you is to offer the most suitable retirement strategies we can. You deserve to feel as confident as possible in your strategy and the safety of your money. We’re here to walk you through a way to do that. We look forward to meeting with you and working together to develop a strategy that most suits your needs.