Beyond a Plan for Predictable, Reliable, Sustainable,
Inflation-adjusted Income in Retirement
We can help you put together a plan for predictable, reliable, sustainable, inflation adjusted income in retirement, but we don’t stop there. We put strategies in place to help protect against a hit to your “financial blind spot,” the threats that could prevent you from enjoying a successful retirement. For example, is your plan vulnerable to a prolonged illness or early death of spouse? Do you know your options to protect your retirement income from potential future risks?
To put these risks in context, think of the “challenges” to your retirement income – taxation, inflation, market risk – as possible “holes in a bucket.” And we’ve worked to plug those holes with your plan. But if we don’t address issues like illness, the need for extended care, or the death of a spouse or partner, it could be much more than some leaks in your bucket, it could be the entire bottom falling out!
We can help you mitigate potential risks because we don’t want to see all the work put into your retirement undone by unforeseen circumstances.
As you continue to develop your financial strategy, risk management should play a starring role. We will help you analyze your entire financial plan to help ensure that your assets are well protected.