Retirement Income Strategies
We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement.
Will I have enough?
Life expectancy in the United States continues to be one of the highest ever.¹ While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 49% of Americans surveyed said their they fear the possibility of outliving their savings in retirement, and 53% fear their Social Security retirement benefits will dry up.²
Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.
But it doesn’t have to be that way.
Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.
1 Actuarial Life Table." https://www.ssa.gov/oact/STATS/table4c6.html. Accessed Aug. 17, 2022.
² Brian Anderson. 401K Specialist. "This is the No. 1 Fear of Americans Facing Retirement." Accessed Aug. 17, 2022.
Have Questions for Trilogy Financial?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Get instant access to our Retirement Planning Kit
Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
