Safer Growth, Steady Income
We can help transform your savings into a renewable source of dependable income that can last you throughout retirement.
Market-Proof Retirement Planning
Patrick Casey
President
The 3 Stages of Retirement Planning
Planning to Retire
As you begin the process of planning and saving for retirement, it might make sense to invest in the stock market, so you can maximize opportunities for growth. If you are just starting out, investing in mutual funds might be suitable, so you can diversify and spread your risk out over a range of industries or companies.
Ready to Retire
Once you are within 5-10 years of retirement, there is a very important shift you must make to help reduce your exposure to stock market risk and preserve the wealth you’ve worked hard to accumulate. At this point in your life, the risks and costs inherent in mutual funds might not be in your best interest.
Already Retired
You’ve made it to retirement! At this point, it really is all about income. You must ensure you have a well-thought-out retirement income strategy in place, one that helps protect your savings from damaging losses, so you can use it to generate renewable income streams you can count on for as long as you need them.