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Call Us Today! (800) 373-6126

1 Your Financial Future

At Best Interest Financial we act as guides for our clients as they traverse the ever changing retirement terrain. Today’s economic climate has produced and continues to produce some very challenging paths for retirees.

Our goal is to clear the path for our clients so that they enjoy a smooth retirement. We accomplish this in several ways using both traditional and untraditional strategies. Why look at untraditional strategies? The answer is simple, because traditional strategies are not always the most efficient or safest for our clients. 

2 Common Questions

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How Much Risk Should I Be Taking in Retirement?

Unfortunately, most retirees and pre-retirees take on entirely too much risk in their retirement portfolios. This common problem results from various reasons. Some people want to hedge for future inflation. Others think they need higher growth potential to make it through retirement without running out of money. In most cases, your advisor simply “advised” you to put your money in “risky” stuff. When entering the retirement “red zone”, curbing your risk back is a pivotal step to developing financial security, and the 100 Age Rule can help you.  

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Will I Run Out of Money Before I Walk Out On Life?

According to the TransAmerica Center for Retirement Studies 2011 Retirement Survey, the single greatest fear retirees have is the chance they might outlive their money. With the ever changing retirement and economic landscape, you as a retiree are forced with managing your portfolio so that you produce enough income to finance your lifestyle without spending too much. However, simply withdrawing money from your investments without a written plan may cause you to run out of money even quicker. Determining your “retirement number” is a good place to start.  

3 Retirement Roadmap

Having a written retirement roadmap is an integral part to a retiree’s ability to have a smooth and successful retirement. As the saying goes, failing to plan is planning to fail.

Our retirement roadmap provides our clients with the ability to see how their choices in retirement will affect their overall retirement savings.

Call or email to get started with your financial future! 

 

4 Retirement Readiness Kit

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