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Retirement Income Strategies

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 kind 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 situation 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.

ASSET PROTECTION

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.

IRA AND 401(K) ROLLOVERS

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.