Green Line Financial

Protecting Your Retirement Savings

retired couple walking on the beach keys to a successful retirement

Keys to a Successful Retirement

Running out of money while partway into your retirement is a major concern for many Americans. Thankfully, there are ways for you to protect your savings and earn a reasonable rate of return** on your money. This way, you hopefully won’t run out. You can learn more by attending one of our educational seminar events. Or, call us up so we can talk with you at a one-on-one meeting. We can show you the keys to a successful retirement.

couple meeting with financial advisor to discuss keys to a successful retirement

How We Can Help

We may be able to offer you the information you need to make educated decisions about your retirement. Protecting your money is critical. Ask yourself: What happens to your money if there’s a stock market downturn? Do you have enough money to not run out years from now? That is especially concerning with the rising cost of living. Now that retirement is approaching, your savings will soon be the only income you have to rely on. So, your priorities have likely changed, first and foremost, to the goal of protecting that money.

We focus on helping clients find long-term financial stability.

There are tools that may allow you to keep your money safe for the long haul. We’re here to educate you and help you craft a retirement strategy you can feel confident in. Products like (some) annuities and some life insurance policies will not put your money at risk in the stock market. Furthermore, they offer more benefits that traditional types of retirement accounts may not. We can help you determine if these might be the right options for you. 

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Our Three Core Principles

Our three primary keys to a successful retirement are:

Safety First

As retirement draws nearer, your risk tolerance may lower. Market downturns can cause your retirement account values to drop. So, protecting your principal becomes the new priority. We understand the importance of protecting your money during retirement. We can work with you on your goal of keeping your money safe. 

Reasonable Rate of Return**

Do you have to give up earning reasonable rates of return** to protect your principal? Quick answer, "No." We can point you in the direction of tools that may help you achieve a reasonable rate of return.** All the while, you can still keep the money you contribute protected.

Keep it Simple

Your decisions in regard to your money will impact you for the rest of your life. Will you be able to retire comfortably? Do you have enough to last, or is it probable you could run out? With these questions in mind, it's no surprise that many people feel overwhelmed when planning for retirement. Thankfully, we can help you in your goal of crafting a simple, straightforward retirement strategy that may enable you to feel confident in your future.

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