Retirement Income Distribution Planning

Imagine you are 93

Surrounded by family at your birthday you are asked to look back at the decisions you have made, the forks you have come to in the road. A younger member of the family asks:

Tell us, what were the most important decisions you made?

How you choose to spend your time and your money will certainly be on the list.

Well, we’re not here to tell you how to spend your time. We’re here to guide you on how and where to invest your money to weather the ups and downs of the market, and the changes life brings so you can enjoy your retirement and leave your legacy.

Retirement Income Distribution Planning is the strategy of putting your money into well-thought-out investments that provide you access to the funds you need now to spend your time well. The rest of your money grows for your future needs, and provides a legacy for your heirs and your philanthropic goals, as you live well past 93.

Start Planning for 93+

The truth is that there will be ups… and there will also be downs.

Our process addresses both.

The next 5 years
Funds you need now
Liquid assets are essential to enjoying life and crossing things off your bucket list. Our process addresses your goals and allocates the right amount for the first five years of retirement.
5 - 10 years out
Slow and steady... And accessible
The assets in this group are allocated to investments with fixed rates of return. As you well know, 5 years comes pretty fast.
10+ years in the future
Higher risk, higher reward
Working in the background while the accessible assets are available, this group of investments has the time to ride the ups and downs of the markets allowing for greater potential growth.
Legacy
Legacy assets, the next generation

The goals for your assets that are not designated for retirement spending, may look a little different. These assets are designed to work for the benefit of your heirs or your philanthropic endeavors.

Retirement Income Distribution Planning

Is the process of making your money work for you at every stage of retirement. A well-planned retirement takes into account:

Travel & Leisure
Loss of a Spouse
Unexpected Medical Needs
Moving to a new home

The path to your financial freedom

Your path and your definition of financial freedom is unique. At Retirement Solutions, we start by listening. What does financial freedom mean to you? What are your priorities? Where are you willing to adjust to meet your goals?

These questions start the collaboration that leads to your personalized retirement plan.

It doesn’t matter at what stage of life you come to us, there is a strategy to uncover the solution that is right for you.

Download the Path to Financial Freedom Checklist

CONTACT

Retirement Solutions Inc.
Office: 760-603-0700
Fax: 760-603-0710

Email: [email protected]

HEADQUARTERS

1808 Aston Ave.
Suite 120
Carlsbad, CA 92008

Series 7, 24. 51, 63, 65

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Retirement Income Distribution Planning

Imagine you are 93

The truth is that there will be ups… and there will also be downs.

The next 5 years

5 - 10 years out

10+ years in the future

Legacy

Retirement Income Distribution Planning

The path to your financial freedom

It doesn’t matter at what stage of life you come to us, there is a strategy to uncover the solution that is right for you.