Trying to successfully plan out your retirement income strategy alone can be extremely risky, but entrusting your future to a stranger can be equally daunting. In today′s world, the importance of a well-executed retirement plan cannot be underestimated, so choosing the right Retirement Income Planning firm has never been more important.
Are you Retirement Ready?
We all know that financial security is a high priority when approaching retirement, yet a recent study found that more than 40% of working-age Americans had an unrealistic idea of whether they were on track for a secure retirement. More surprising was that nearly half of that group was overconfident about where they stood, while the remainder thought they weren’t prepared but actually were in decent shape. To better plan for retirement, you need to have an accurate sense of where you stand.
As prepared as you think you are, there are factors you may not be taking into consideration, such as how the financial markets and the economy will perform; how inflation behaves; whether your estimate of retirement expenses turns out to be way off the mark. By having a professional look at your numbers and financial resources, you can be introduced to new innovative strategies you never even thought were even possible.
Why CKS Summit Group is the Right Choice
CKS Summit Group is different from most retirement income firms because we care most about what YOU want out of life. By asking the right questions we are able to offer you the best retirement income options for you.
By exploring your income, savings and investments we can start the process of a personalized, professionally managed tactical stock market and non-stock market portfolio; in turn proving you healthy, long-term upside growth potential. (It can also be very effective at preserving principal while allowing for a high degree of downside risk protection.)
We believe the right mixture of carefully chosen non-stock market and managed market accounts can create a blended portfolio which is capable of producing increasing income, stable growth, preservation of principal, safety and flexibility all at the same time.
To achieve financial stability throughout your retirement, our bespoke services focus on:
- Retirement Income Planning
- Tax Efficient Strategies
- Asset Protection
- Wealth Management
- IRA & 401K Rollovers
- Legacy Planning
Retirement is meant to be enjoyed! Let’s set up your complimentary strategy session, click here to tell us a bit more about yourself, or simply give us a call on 586-286-5820. We look forward to hearing from you.
