Complimentary Retirement Shortfall Analysis Report
Thank you for taking the time to look this over. Here are some areas me and my team specialize in to help your financial future
- Minimizing your tax bill in retirement
- Tax free income for life
- Tax free benefit for your family
- Source of funds to cover any medical needs
- Lock in specific rates of return
- Protecting your income
- Creating a source of income you can never out live
- Protecting your principal from negative stock market returns
- Increasing income each year
- Holistic retirement and business planning
- Do you know the success of your current retirement probability?
- Turn your assets into income
- Policy audit and replacement system
Imagine how your outlook would change if you were able to FORECAST how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed? Would you have more hope? Would you be more confident and optimistic about your retirement?
Nick Chen, Wealth Coach, has created an analysis report that can do just that. We call it the Retirement Income Shortfall AnalysisTM and it's the most efficient, effective, and inexpensive way for you to know the probability rate of whether your retirement is going to be a success - or failure.
People planning for retirement are slowly realizing that they may end up with an income shortfall. This is where the amount of income you desire outpaces the amount of money you have saved.
And why is that? It's because we've been conditioned by Wall Street and the big banking companies to focus on growing our assets as much as possible and strive to obtain the highest rate of return.
Unfortunately, this advice never takes into account how these assets will be turned into income and has also left many of us exposed to the four key retirement risks: (1) longevity, (2) stock market, (3) income taxes, and (4) inflation.
We believe the only way to ensure a successful retirement is through an income plan that protects your money from the four key risks.
And The Retirement Income Shortfall AnalysisTM is the first step in creating that retirement income plan.
This report analyzes your current retirement plan and generates a retirement success scoreTM based off of the probability for success. And if the report deems your current scenario as unsustainable, it'll show you ways to enhance your score by offering advanced product and strategy recommendations.
Our clients have peace of mind as they head into retirement because they finally have a plan with predictability and protection at its core.
And why is that? It's because we've been conditioned by Wall Street and the big banking companies to focus on growing our assets as much as possible and strive to obtain the highest rate of return.
Unfortunately, this advice never takes into account how these assets will be turned into income and has also left many of us exposed to the four key retirement risks: (1) longevity, (2) stock market, (3) income taxes, and (4) inflation.
We believe the only way to ensure a successful retirement is through an income plan that protects your money from the four key risks.
And The Retirement Income Shortfall AnalysisTM is the first step in creating that retirement income plan.
This report analyzes your current retirement plan and generates a retirement success scoreTM based off of the probability for success. And if the report deems your current scenario as unsustainable, it'll show you ways to enhance your score by offering advanced product and strategy recommendations.
Our clients have peace of mind as they head into retirement because they finally have a plan with predictability and protection at its core.