We keep it Simple
Retirement Made Simple
No complexity. Just a simple strategy 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 where you should put your money. For example, an IRA, 401(k), 403(b), or 457 plan may have options for rolling money over into other financial vehicles. Also, you may want to change your strategy as time goes on. What works for your retirement strategy 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 strategy 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 for your finances 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 strategy with protections and interest growth potential creates a retirement made simple.
Using the products we offer, our clients can keep their earnings 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 strategy. For example, some people worry about what a stock market drop may do to their finances. Or, they may wonder if they will be able to have income that will 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 straightforward strategy can help.
Here are some ideas for a retirement 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.