...while enjoying their life along the way. Explore your lifestyle and legacy potential by booking Your Wealth Analysis Introduction Call today.
I'm nervous about my financial future.
I save in my 401(k) and hope it works out.
I'm concerned about future tax rates.
I can't retire until Medicare starts.
I'm anxious about inflation.
I'm worried about a market crash.
I put off retirement planning because I don't believe I can retire any time soon.
-Henry David Thoreau
The last thing you want is to be forced back into the workforce in your early 80s because the market took a turn for the worst, or inflation got out of control, or something else happened.
The truth is, no one can guarantee a "no-risk" retirement, not even an insurance company. That's why we believe it is so important to take the time and plan for the good, the bad, and the ugly.
Instead of trying to figure this out on your own, or playing the messenger between your CPA, your investment advisor(s), and your insurance agent, why not work with one comprehensive practice that can offer it all?
It's more than your typical financial practice.
Planning
Management
Services
Models
Services
Planning
Exits
If you work with someone that has investment, product, or service limitations, then you are limiting your investment, product, or service options.
Consider working with a comprehensive team that can potentially offer you more.
For those who want financial planning with some assets professionally managed.
Relationship
In this book, you'll discover:
How to run the numbers and see when you can afford to retire (It’s easier than you think).
Learn why many common retirement income strategies may be riskier than you realize.
Discover proprietary retirement income strategies that may be able to help you have more control over your income while potentially lowering your risk.
How to proactively anticipate and manage your retirement during the market's ups and downs.
Why it’s typically not too late to course-correct. If you have already retired, there’s still time to get on the right path.
And much more!
Investment advisory services are offered through Kedrec, LLC, a Kansas state Registered Investment Advisor. Insurance products and services are offered through its affiliate, Kedrec Legacy, LLC. We are not affiliated with the US government or any governmental agency.
Investing involves risk, including possible loss of principal. No investment strategy can guarantee success, ensure a profit or guarantee against losses. Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing company.
Insurance and annuity products involve fees and charges, including potential surrender penalties. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% federal penalty before age 59-1/2. Life insurance generally requires medical and potentially financial underwriting to qualify for coverage. Optional features and riders may entail additional annual cost. Product and feature availability may vary by state.
Tax, legal and estate planning services are available only to members who purchase the Fresh Wealth Plan Membership level. Tax, legal and estate services provided by our network of tax and legal professionals. Always consult with qualified tax/legal advisors regarding your unique circumstances.