If you’re near retirement, you might be asking yourself, “How long will my money last?” and “Will my money run out before I’ve passed?” These kinds of questions can create a shadow over your retirement that affects how you use and spend your retirement assets.
Instead of worrying and wondering, we help educate our clients about strategies that can help alleviate some of the unknown in the world of retirement income. Want to take a vacation with the grandkids? Start that business you’ve always dreamed of? Give toward causes you care about? At McPherson Financial Group, we believe it’s important that retirees eliminate the guessing game and establish a plan that works for their individual situations and helps them pursue their retirement goals.
We provide retirement solutions that offer guaranteed lifetime retirement income. Through annuity products, we can help create opportunities for long-term growth potential.*
* The guarantees mentioned are not related to securities, variable, or investment advisory products, including optional benefits. They are subject to product terms, exclusions and limitations, guarantees are backed by the claims-paying ability, and financial strength of the issuing insurance company.
With the increasing volatility in the stock and bond markets, we can help provide financial strategies that may include some optional guaranteed income products to help diversify your retirement assets. We can help show you a variety of solutions that may help you meet your retirement income goals.
When you change jobs or retire, there are many options to consider. We are knowledgeable in options that may be available to you while you are still working with your employer. You may be able to roll out funds while still working to help protect retirement assets from major market corrections just before traditional retirement age. Ask us about IRAs and 401(k) rollovers. Find out how you can transfer your assets or do in-service distributions to help preserve what you have worked so hard to accumulate.
Download your copy of our 5 Steps to Retirement, a special report for retirement readiness, by filling out the form below.
Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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