PLANNING TO HELP YOU MEET THE CHALLENGE…
IN RETIREMENT, YOU HAVE TWO FINANCIAL CHALLENGES:
- You must make your savings last a lifetime.
- You must arrange your savings and finances so that your heirs receive what is left, instead of the government.
Phillip Allen can help you plan to meet those challenges. We can show you how to help protect your savings, how to create a financial plan designed to provide income for a lifetime, and ways to create tax-efficient strategies for your individual retirement needs.
In retirement, there is an approach to financial planning and investing that does much to encourage long-term financial security – an approach that many of Phillip’s clients are glad to follow.
A focus on tax-efficient investing
Your after-tax return matters most. Phillip understands that reality, and that’s why he favors investments that allow his clients to keep more and the government to keep less.
There comes a point in life where you need to invest in a risk-averse way. For many people, that point is retirement. The good news is, you can arrange your retirement portfolio so that you can benefit from stock market gains while shielding yourself from stock market losses. Ask Phillip how – he will tell you.
If you want to enter retirement in a confident frame of mind, why not talk with Phillip today? A simple call or e-mail will let you touch base with him (and his talented staff) and introduce you to Carolina’s Retirement Planning Professional.