There are three phases of everyone's financial life: Accumulation, Preservation and Distribution. When entering retirement, you are moving from the "Accumulation" phase of life into the "Preservation" phase of life.
Do you need your investments to produce income outside of pensions or Social Security? Do you hope to pass the bulk of your money on to your loved ones and beneficiaries? Determining a proper safe-to-risk ratio in retirement is a pivotal part in protecting your assets and producing reliable income in retirement
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.