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If your current advisor ran 10,000 Monte Carlo simulations and told you that your Retirement Plan had a 97% probability of success, but neglected to mention a very common event that will render that probability of success to only 22%, when will you like to know?
The fear that haunts most retiree is what would happen if their money runs out? This is not an unfounded fear. Income maintains your quality of life so you may live in retirement as you did when you were working.
It is our belief that you first need to have a predictable, guaranteed and possibly increasing lifetime income to cover your basic monthly expenses, as well as other sources that will allow for life luxuries as to travel, visit your grandkids and whatever retirement dreams you may have.
Income Planning is a critical component of the retirement planning process that is neglected by most financial advisors. At
Benny Hevia Financial, we take a holistic approach by integrating aspects of a solid Retirement Plan by including Social Security Maximization Strategies, Tax Strategies, Inflation, Medicare Benefits and changing markets. There are many options available that most retirees or near retirees don’t know about.
If you would like to see how you can
MAXIMIZE YOUR INCOME FOR LIFE, call us today.
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