Income Strategy Session:

Our main goal with our strategy sessions is to evaluate and design a plan that allows you to continue living the lifestyle you desire to live with the nest egg you have built. We believe a solid retirement income strategy is the best way to have that assurance – for everyone.

We know that the circumstances of life can change. As trained professionals, our goal is to be here to work with you over the long term. We know that your retirement strategies must continue to provide the income level you need throughout your life. So, even if things change, we’re here to help you update your strategy.

Most of our clients fall into one or more of the categories below. Determining which category you fall into will help you know better which strategy will work best.

Which of the following would you say is closest to your current situation?

  • Healthy, active person planning retirement around the things they love... Whatever your hobby or passion, you want to feel confident that you have the income to support your lifestyle. Retirement income assessment and management can help you feel assured that you will have that income. As part of this group, your strategy should stress stability, income, and the possibility of asset growth.

  • Seniors facing medical issues that will impact their retirement decisions... Unless you’ve been there, it’s difficult to imagine the devastation of a life-altering diagnosis. Concern for medical bills can be a constant consideration. We can help you arrange for steady, lifetime income** and principal protection. Additionally, annuity contracts or riders** provide increased income* – potentially double or triple – for qualifying healthcare conditions.

  • Adult children who hold Power of Attorney (POA) for a parent or those with an adult child who will manage your finances eventually... Whether you’re a child holding a Power of Attorney, or a parent planning to turn over control in the coming years, there are many considerations regarding the goals and assets involved. As your financial professionals, we can streamline that discovery process. We will work with you to address many of your concerns. We want you to enjoy the time you spend with your family.

  • Widowed or single seniors who are very independent... This group is diverse, but most seniors have one thing in common: they do not want to depend on their families or friends in case of disability or other economic challenges. You worked hard all your life, have been a provider, and are uncomfortable with relying on others. We understand independence and can help design strategies that provide guaranteed* and steady lifetime income,** designed to help ease your mind and position yourself more confidently for the future.

What would do I do next?

Identify the category that best fits you and contact us to schedule your free strategy planning session. You can also press the "Click to Call" button above to reach us today.

Determine Your Strategy and Reach out to us.

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Call us at 657-333-2646

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Currently, we represent 10 organizations that offer 76 products in California. Please contact, 1-800-Medicare, or your local state health insurance plan.