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Do you really want to risk a do-over? Make sure you're on the optimal path today.
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You want all 3. You don't want to have to go back. You want to retire when you want to retire. You want to enjoy a good life for the rest of your life. You want the confidence that it can happen.
The Retire Once Experience™ can help you get there.
We know where Mars is. What we will never know is the future. The challenge for retirement is that there are no constants. Market volatility, interest rates, inflation rates, new inventions, unexpected life events, tax rates and your life are all moving in unpredictable ways. Small changes can have major impact.
There is no math or calculator than can predict accurately how much you'll need. And it's not okay to fail.
How do you successfully plan for an unpredictable future? What opportunities are there that can put you on an optimal path?
Astronauts don't just have to get to outer space-they have to get back home.
Getting down and getting home isn't figured out at the top of the mountain. An optimal retirement or business exit is likewise developed well in advance.
Every financial decision between now and your work exit will affect your future ability to enjoy and even surpass your goals. You'll be facing a new set of challenges. Some you likely have never considered.
- Peter Bernstein author Against The Gods
Retirement is the greatest test of your financial wellness. Retirement presents old and new financial challenges. Challenges that you won't want as a surprise.
You deserve an assured path rather than one based on speculation, or even past historical averages. We believe your plan must be able to work-NO MATTER WHAT
The best retirement plan is an optimal wealth plan. Optimal-Not pretty good.
Optimal financial wellness is the central purpose of our financial work with you. It's the financial state that will support your retirement hopes and dreams.
Retirement income also can present new opportunities. If...if you have properly balanced your asset structures prior to retirement, you can have greater tax control, risk control then you've previously enjoyed
Together, we can prepare you to:
Maximize Social Security benefits
Secure basic life expenses with a guaranteed income you can never outlive
Plan for the increased health and medical likelihoods in retirement
Decipher how to take money from your assets over time
Maximize tax efficiencies to keep more of your money working for you
Protect and plan appropriately for family and legacy objectives
Get financially organized and create a plan of action!
I know what it feels like to be overwhelmed with work, life and yet still have to worry about making great financial decisions. I also know what its like to struggle with my own complexities and balance enjoying life now and preparing for my future life. Figuring it all out without the right tools or support is not only frustrating, but it can also be discouraging.
That’s why I decided to offer my visitors a complimentary tour. You'll experience the opportunity to add technology, money science, and mission-control level support to your future dreams.
Join me for 30 minutes and we'll take a load off your shoulders by simplifying what really needs to be done to create optimal financial well-being.
Read more about how it works below...
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA & . SIPC . OSJ: 3585 MAPLE STREET SUITE 140 VENTURA, CA 93003, ph# 909.399.1100. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors Insurance is not an affiliate or subsidiary of PAS or Guardian. CA License #0605098 Important Disclosures
The Living Balance Sheet® (LBS) and the LBS Logo, Wealth Steps® are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian.
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