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Our 3 Main Principles
The key to a successful retirement is to choose a strategy that's fitted to your unique goals and needs.
That said, there are three main things you should always look for in a retirement strategy, that we always strive to achieve for our clients.
Safety First
Reasonable Rate of Return**
Keep it Simple
Our first principle is safety
Safety First
While you may have invested your money in, say, the stock market in your working years, as you had the time to recoup your money if you suffered a loss, as you get older you don’t have this luxury. You may be looking for other alternatives that keep your money safe*.
Safety First Money Group focuses on keeping our client’s principal amount safe from market volatility. You’ve worked for your money, and it’s crucial that you protect it.
Reasonable Rate of Return**
After protecting your money, we try to get you a reasonable rate of return**. Safety First Money Group believes you can have the best of both worlds, not only keeping your money protected but also earning a reasonable return over time.
Keep it Simple
Who says retirement has to be complicated? A more complex strategy for retirement isn’t necessarily a better strategy. In fact, we believe it’s better for you to understand and be confident in your strategy. We often hear retirees worry if their money will last or if it’ll be safe. We can assist you in guaranteeing* that you receive income for life. Certain insurance products, Fixed Indexed Annuities, and other strategies can help you keep things safe, as well as simple.
You don’t need to pick between your retirement strategy being safe and getting you a reasonable rate of return**. Learn more about your retirement options by attending one of our educational seminars or scheduling an appointment with us.