One Of Our Core Principles:
Keep It Simple
Is a Simple Retirement Possible?
With all of the options out there, a simple retirement might seem like a pipe dream. Right away, retirees must select where to put their money. There are many options to learn about; you may have considered investing in a 401(k), 403(b), regular IRA, Roth IRA, or other accounts. On top of that, you need to decide which funds to invest. How much of your money should be kept in safe money accounts, and how much should you invest? Creating a straightforward retirement strategy sure doesn’t sound easy.
Simple Retirement Is Often Better
Many people start to assess their financial situation as they approach retirement. Your future lifestyle and legacy are dependent on how well your strategy holds up. Are you concerned about what will happen to your money if the market drops? Do you feel overwhelmed by the need to closely manage your finances? We believe that retirees should be able to enjoy their retirement years without having to worry about their finances. To that end, we believe you should follow a simple retirement strategy that you understand and are comfortable with.
Products like fixed indexed annuities (FIAs) or indexed universal life insurance (IUL) policies may provide the safety and simplicity you’re looking for. These options could possibly provide you with principal protection, which we believe is the most important foundation of a retirement financial vehicle. Additionally, these products may be able to offer you interest at a reasonable rate of return** over time. With products like these, a simple retirement may not be as difficult as you previously thought.
We Can Help You
Keep It Simple
Evergreen Team Insurance Marketing strives to help keep things simple. Many advisors unnecessarily complicate retirement planning. Clients may be unaware of how well their current retirement plan is actually working for them. In contrast, we believe that every one of our clients should fully understand what their money is doing. We communicate with our clients every year. For example, we will assist you in determining details about your current retirement plan. Unlike other advisors, we focus on helping you create a strategy tailor-made for you. We ensure that you understand all of your options.
No-Cost Educational Seminars
We also offer no-cost educational seminars. Clients attend these events to learn about the market, tax laws, retirement accounts, and more, and to enjoy a delicious gourmet dinner, also no-cost. What truly distinguishes us from other financial planners like us is the relationships we form with clients and our holistic approach. We also hold client events and hold meetings (or “checkups”) with our clients in order to make sure their strategy is still working for them. At Evergreen Team Insurance Marketing, we care about every last one of our clients.
