Our 3 Core Principles

We believe that the three main components of successful retirement income strategies are:

  • Safety first!
  • Look for a reasonable rate of return**
  • Keep it simple

Call Us

Schedule your no-obligation appointment and review today!

You should look to achieve all of these components: safety, a reasonable rate of return,** and a full understanding of how your retirement strategy works.

If you want to learn more about these three principles and how you can achieve them, contact us to schedule a one-on-one meeting. Or, you could attend one of our educational dinner seminars. At these events, we go over different factors that impact your retirement, as well as tools that may be helpful to you in crafting your retirement strategy.

portrait of smiling senior woman on a kayak our core principles germantown wi

Our 3 Core Principles

granddaughter sitting in her grandmothers lap safe retirement income strategies
#1 Safety First

During your working years, you might have been more comfortable with risk. However, as retirement draws closer, (or as it arrives), things may change. The stock market has its ups and downs–This is fine when you have time to wait for an up. But, as you get older, you no longer have time on your side. If you suffer a loss during your retirement, you might not have the time to recover from it. This is why it’s so important to build safety into your strategy. If you ask us, it should be your top priority. Safety comes first, and then potential growth. A fixed indexed annuity (FIA) generates guaranteed* income for life, protecting both your principal and any interest you earn on it. For this reason, you may want to consider it as part of your retirement strategy.

senior couple holding hands at the airport ready for vacation retirement income strategies
#2 Reasonable Rate of Return**

Do you have to choose between earning a reasonable rate of return** on your money or protecting it? Thankfully, you don’t. You can have both of these benefits. A reasonable rate of return** is achievable with the right retirement income strategy, and obtaining it should be your next priority. It’s vital that you continue earning interest at a reasonable rate (over time) on your retirement savings: You don’t want to end up running out of money and having to go back to work years into retirement. Certain annuities or life insurance products could allow you to protect your principal and still achieve a reasonable rate of return.**

candid shot of group of senior friends laughing together simple retirement income strategies
#3 Keep It Simple

Putting your retirement income strategy together can seem complex. But, it doesn’t have to be! Your strategy should not only protect your money and earn you a reasonable rate of return,** it should also be simple and easy to understand. And, you might be able to get all these benefits with just one product. This is a good thing–you shouldn’t have to spend your retirement carefully watching your accounts and stressing over the success of your investments. Instead, you deserve a strategy that provides you with confidence and a feeling of security. Products such as annuities may be able to do this for you.

You don't have to choose between these three values. You should strive to have all three.

And thankfully, you can.

If you want to learn more about the products we offer, contact us. You could register to attend one of our educational seminar events or schedule a one-on-one meeting with us to discuss your own personal needs.

Scroll to Top