We keep it Simple
Retirement Made Simple
No complexity. Just a simple plan for retirement, designed to help reach your goals.
RETIREMENT MADE SIMPLE: MYTH OR FACT?
Certainly, retirement can seem like a complicated topic. First, there’s deciding which account you should put your money into. For example, and IRA, 401(k), 403(b), or 457 plan may have options for rolling money over into other accounts. Also, you may want to change your strategy as time goes on. What works for retirement savings early on, may not work as well for your goals as you enter retirement. Due to all the options, retirement made simple seems more like a myth. But, it doesn’t have to be.
How to Make It Simple
Orfin & Associates works from the premise that your retirement plan can be simple. First, protecting some of your money from market loss is an easy concept. And, for many retirees, it is an important one as well. Market fluctuations may become less tolerable for you as you age. Of course, with less time or your account to recover from potential loss, a simple protection strategy may help make things easier. Essentially, we help clients to protect their money, yet still have possible indexed interest gains. A solid plan with protections and growth potential creates a retirement made simple.
Via the products we offer, our clients are able to keep their savings safe from market losses. For instance, fixed index annuities (FIAs) provide protection when the market is down. Yet, you may earn a potential indexed interest when your annuity indexes rise.
Peace of Mind
Are you already retired? Or, is the date getting close? This time of your financial life can be stressful if you don’t have a simple plan. For example, some people worry about what a stock market drop may do to their savings. Or, they may wonder of they will be able to have income to last for the rest of their life. Our firm provides options that give you a lifetime retirement income without worrying about losing your principal to market dips. Retirement should be a time of joy, not a time of worry. Having a straight-forward plan can help.
Here’s some ideas for a retirement plan made simple:
You understand how your money provides an income to you
Some of your money is safe from market ups and downs
When you need help, you’ve got it
Our Team is Here For You
Orfin & Associates is committed to your long-term retirement goals. For decades, we’ve helped thousands of people protect their hard-earned money and the people they love. Come learn more at one of our upcoming dinner seminars. Or, reach out for an appointment. Looking forward to connecting.