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Our first priority is helping you take control of your finances, gain clarity about your present situation, and build confidence in yourself and the future for your family. We believe in building a long-term relationship with you that provides transparency, that is based on integrity, confidence and caring, and that encourages open and honest communication.
Our service offerings and specialized guidance are customized for you based on your situation, goals, needs, and the unique path to your desired destination.
Number 1) What rate of return do you need on your savings and other investments in order to retire at your current standard of living and have enough money to last your life expectancy?
Number 2) How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last until life expectancy?
Number 3) Doing what your currently doing, how long will you have to work to able to retire and live your current lifestyle until life expectancy?
Number 4) If you don't do things differently, how much will you have to reduce your standard of living, i.e. reduced retirement income, at retirement for your money to last your life expectancy?
Don't have the answers or your current adviser has never asked these questions? We can answer these basic questions for you in your first free initial consultation. Can you find your way to retirement without these critical answers?
In 2011, the first round of Baby Boomers entered retirement. Today that number is only growing and the need convert a lifetime of savings into a lifetime of income even more critical. The biggest risk to retirement income is market volatility in the first few years, this is also know as sequence of returns risk.
At Evolutions Financial, our process will provide you with a clear understanding of the various income streams you can expect in retirement and how sequence of returns risk can be minimized in the early years of retirement. We start by discovering the needs and desires our clients want during retirement and compare it with the amount of risk they are willing to handle. This first step is both listening and gathering information.
Once the data is all gathered, our firm will provide a custom-tailored action plan that provides a clear path to creating retirement income using a time-segmented, inflation-adjusted strategy designed to help you find a balance of investment choices with different, complementary risks and growth opportunities.
Can our custom-tailored action plan answer your retirement income questions? Contact us today and setup your discovery meeting to find out.
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