• The systematic mitigation of the negative effects that market returns can have on one’s lifetime retirement savings
  • Achieved by identifying one’s potential Retirement Income Shortfall and Market Risk Exposure and “filling the gaps” to achieve at or near 100% Retirement Income Stability
  • Allocations to Fixed Indexed Annuities (FIA’s), Life Insurance, tax considerations and timing of Pension and Social Security benefits are tools used in such planning

Comments are closed.