When it comes to retirement planning, sooner is better than later. While there are many factors that will contribute to the success of your plan, financial planning experts recommend that you diversify your money among a range of investments. The most common asset allocations are stocks, bonds, mutual funds, bank CD’s, and our personal favorite, insured protected accounts, otherwise known as annuities.
When asked, “How much income do you need when you retire”, most people really don’t know the answer or guess at how much they need. Since the number one concern of seniors is the fear of outliving their savings, we search out the best investment plans that will allow your portfolio to grow at a better than fair return and guarantee a reliable lifetime income.
The stock market has stolen the security from countless portfolios. There are literally thousands of investment vehicles available, and many are landmines that can and will endanger your nest egg and peace of mind. Our clients are simply searching for an option that will keep their investments safe, and we diligently search out the best solutions for their retirement goals. We have found that using Fixed Indexed Annuities is a way to allow our clients market-based growth potential without actually being in the market and being exposed to the risk associated with it.
Our loyalty is to you and not to a specific company. This allows us to offer specialized and competitive products from a wide range of sources. Financial Security Group of AZ, Inc. has helped thousands of our clients plan their retirement with sound, conservative advice. More importantly, regardless of the ups and downs of the market, they have been able to stay retired knowing their principal is protected and their income will never be curtailed or threatened.