Listen To My Latest Podcast Episode:

How To Have A Bulletproof Financial Plan

Listen To My Latest Podcast Episode:How To Have A Bulletproof Financial Plan

What’s the best way to make your income last forever?

When we look at strategies as a Fiduciary, it means always asking the question: What is in the client’s best interest?

So you stress test the numbers, anlayze the results and go with works best.

There should not be some emotional attachment or bias for or against a certain product.

It’s just whichever one works best.

There are a lot of advisers who avoid annuities because they think the market is always better.

And some advisers use only annuities because they don’t like the stock market.

Well, all of our stress testing and reasearch by Ibottson shows that a combination works best to make your money last forever.

You can essentially make yourself financially bulletproof when it comes to retirement income with the proper allocation.

 While the annuity is better at providing income, the market is still great for high returns. A combo usually works best. Here is a year to year breakdown of income from each strategy.

Do you want your income to last forever and retire with confidence?

Learn about a customized 401k Income Forever Plan…

  • Fiduciary Designed – Always your best interest
  • Market Based Asset Allocations
  • Income Allocations for Lifetime Income
  • Tax Protection to Save You Six Figures or More in Taxes