03/03/2024
THINGS I DO FOR PEOPLE. More importantly, for me.
Someone walked into my office today for an introduction event. We started the pleasantries and even talked about Pickleball. Once everything was said and done, we got down to business. The Client said,
Client: "I want to retire with a $10k Monthly income to sustain my current lifestyle in retirement, what do I need to do"?
Advisor: "That sounds like a great goal, I wish more people would picture their goals just like you. Because that would prompt them to do something about it.
Advisor: How old are you and what are you currently doing to reach that goal?
Using Retirement and Education planning, Survivor needs analysis, Saving, tax, and investment strategies, we built a plan that once put in place will have him retire not only meeting his goals but exceeding them, all protected under a solid Insurance plan.
He left knowing that his future will be bright, his kids will be taking care of, up to grad school, and he or his wife would be okay if one of them were to pass away prematurely.
When you ask people about their retirement goals, the majority talk about Social Security, Medicare, Medicaid, or whatever pension they think they are going to have.
Some will even tell you they might take on a part-time job to complement their income. WHY????
Working after 67 y/o should be "a want to" not a "need to"
If you are currently managing with a $10k/month income today, do you think that amount will have the same purchasing power 10, 20 years from now?
That's why every strategy or plan we build takes into account, the time value of money, inflation, and interest parity.
If you feel like doing it yourself, make sure you read the 6,871 pages of the IRC codes and be familiar with all the over 200 designations in the financial field.
When we orchestrate financial things, not only do we have to work in your best interest (Reg BI), but we'll make sure every aspect of your need is covered by real experts in the domain.
Don't gamble with your Future! Act Now!!!
