In 2011, the first round of Baby Boomers entered retirement.
Today that number is only growing. One of the first questions our firm hears by clients and prospects in their 50’s and 60’s is “Did we save enough to enjoy our retirement years and beyond?”
At Jackson Sams Wealth Strategies, we use a process called NextPhase™ to answer that question. Our process provides a clear understanding to the retirement income distribution plan we develop for our clients. We start by discovering the needs and desires our clients want during retirement and compare it with the amount of risk they are willing to handle. This first step is both listening and gathering information.
Once the data is all gathered, our firm will provide a custom-tailored action plan using a NextPhase™ Personalized Analysis.
This analysis provides a clear path to their retirement income using a time-segmented, inflation-adjusted strategy designed to help you find a balance of investment choices with different, complementary risks and growth opportunities.
Can our custom-tailored action plan answer your retirement income questions? Contact us and setup your discovery meeting to find out. For more information visit Jackson Sams Wealth Strategies's NextPhase website, www.psams.yournextphase.com and be sure to watch the videos to learn how our strategy works for not just retirement year one through five, but year 15 and beyond.