CERTIFIED FINANCIAL PLANNER™ Founder of LifePoint Planning
On Our Call You Will Discover
Your Specific Retirement Income Style
There is a range of "styles" when it comes to retirement planning and retirement income. The solution that works for your neighbor, friend, or coworker might not be the solution that fits best for you. We will identify if you prefer a "safety-first" or "probability-based" approach to your retirement.
Specific Ways to Hedge Against Large Losses
It's not a one size fits all world when it comes to your retirement. There are many different solutions when it comes to hedging the market and building a portfolio that funds your plan. This is NOT an annuity sales pitch. This is a session that helps clarify which strategy(ies) will help you have the most successful retirement.
Practical Strategies to Optimize Your Portfolio
It's important to focus on the items that you can control in your plan (like tax strategies, income strategies, and what account types are best for your money). We will spend time talking about how to optimize and maximize your portfolio especially since the first few years of retirement are the most important.
I'm ready to talk about protecting my retirement portfolio. Let's schedule!