We Focus On Retirement

Today it is not unusual for someone to retire and live to age 90 or longer. Planning for your nest egg to provide income that will last 30 years or more is crucial for today’s retiree. What is ironic is that many retirees are trying to generate income from volatile investments that are unpredictable. Our strategies are designed to provide predictable income that will last your lifetime and beyond.

Our Process

 

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The Discovery Phase

The Discovery Phase begins the process and takes place in our initial meeting where we get to know each other, but most importantly, you and your family. We focus on your specific needs, goals, and concerns and determine what specific assets you have available help you meet your desires.

The Strategy Phase

The Strategy Phase has a primary objective of developing an effective, long-term investment and withdrawal strategy that is custom tailored to your objectives and goals. We then develop a comprehensive plan that outlines the strategy options recommended for long-term success. Our strategies are designed to provide predictable income that could last your lifetime and beyond. 

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Implementation Phase

Once you have evaluated and thoroughly understand the impact of each option on your objectives, we can move to the Implementation Phase.  During the Implementation Phase we maintain constant communication. We strive to make this process quick and easy for you.

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Monitoring Phase

No less important than the initial plan, the Monitoring Phase where we monitor and adjust the plan if necessary. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quickly make adjustments. We make available tools such as Wealthguard to assist you and us to minimize risk and provide continued assurance e that your retirement goals will be maintained.

Assured Retirement Group will help you

  • Prioritize your savings among taxable and tax-deferred options.
  • Decide when and if to roll your 401(k) into an IRA.
  • Design a plan for when and how to take your Social Security & Pensions the right way.
  • Learn how to draw from other assets tax efficiently and considering the effects of inflation.
  • Fill in the income gaps tax efficiently and with prudent investment decisions.

Ready to get started?

It’s easy. Connect with one of our financial advisors today and we’ll design
a plan customized to you!

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Our Process
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Retirement Guide Includes:

Financial Evaluation
Comprehensive financial assessment form.

Pre-Retirement Checklist
Our checklist lets you know exactly what you need and what steps must be taken before you retire.

Financial Inventory Form
Allows you to keep a detailed record of your assets in an organized manner so that your retirement options are clear.

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Retirement Guide Includes:

Financial Evaluation
Comprehensive financial assessment form.

Pre-Retirement Checklist
Our checklist lets you know exactly what you need and what steps must be taken before you retire.

Financial Inventory Form
Allows you to keep a detailed record of your assets in an organized manner so that your retirement options are clear.

You have Successfully Subscribed!