Creating Your Own Income...Knowledgeable Advice When You Need It the Most.
You’ve worked hard to earn and save all these years, now what? That’s exactly where we come in. We cannot stress enough that the strategies you use to accumulate money are vastly different than the effective strategies to preserve the same money once you start to live off of it in retirement.
How much should you safely withdraw and spend every year…3%, 4%, 10%? What if the market crashes again…do you have time to recover? What if interest rates remain at all-time lows? What if you live 30 or more years in retirement? What happens if you pass away early…how much will your spouse have or need? Where should you invest…can you do it confidently on your own? How much risk should you or do you need to assume? Do you have enough saved already to last through retirement or do you still have to invest/accumulate while also spending it?
There are endless questions that will need to be considered and built into a quality income strategy. Just like you turn to a medical specialist for your annual checkup to be safe, you may also want to consider turning to a financial specialist just to be safe.
Our extensive market research and portfolio design systems utilize the principals of behavioral finance with momentum investing trends to structure portfolio strategies which create purchasing power today, next year, and thirty years from now if need be.
At a minimum, we help evaluate and re-allocate our clients' retirement accounts quarterly. The old buy and hold mantra is not how we operate here at CFG. There's too much missed opportunity, as well as too much risk in doing so. We're active, we're involved, and we seek out results without compromising fundamental principles or taking undo risk.
Click here for a sample Retirement Income Plan