Have you ever wondered if you’re on track for your retirement?
Whether you are still working or are retired, let us show you if your current financial plan is on track with your retirement goals.
Let us input your Current Income, Social Security, Pension, and other income as well as your current investments and rate of return. Lets determine what type of Risk your currently taking and what your Desired Risk is.
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After we input your current information, lets determine if you have a Red Line in your retirement. This example shows that at age 84 the client will run out of retirement funds and his lifestyle will have to change.
What’s a Red Line? This chart shows the year & age where you will run out of your retirement assets.
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What if there is another Down Market Cycle such as the Great Depressionor or years similar to the last ten years? How will your current investments affect how long your retirement accounts will last? Will a Red Line become visible at an earlier age?
This example shows the same client keeping their risky accounts and being affected by a Down Market Cycle. His retirement funds will run out 4 years earlier at age 80.
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Is the Safety of Your Accounts Important to You?
Is Protecting and Preserving you accounts important to you?
Is having Guaranteed Lifetime Income important to you when you prepare for and during retirement?
If you answered YES, then let us show you how to preserve and protect your current situation.
This example shows NO RED LINE and making sure our clients have guaranteed income for life.
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To get your own OnTrak Retirement Report, schedule a No-Cost Appointment today!