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 is at an all-time high.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, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.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.
Have Questions for JP SANTANIELLO Retirement Planning Solutions?
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.
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Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Adviser. Subadvisory services offered through Advisory Alpha, LLC, a SEC Registered Investment Adviser. Insurance, education and consulting services offered through DBA NAME. DBA NAME is a separated and non-affiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.