What is Retirement Distribution?
When I speak to prospective clients and ask them their goals in retirement, they tell me:
- “I want an income that I cannot outlive.”
- “I want to enjoy a comfortable lifestyle.”
- “I want to see my children and grandchildren.”
- “I want to travel.”
- “I want to enjoy good health.”
I can't help them with their physical health, but I can help with their financial health. “Efficient Retirement Distribution” means having a plan to utilize your retirement savings in a way that strives to provide for a lifetime income stream, which then supports a comfortable lifestyle that allows you to realize your personal, nonmonetary goals. But the problem for most people is that they have never had anyone develop a scientific plan for them to achieve that.
Our Next Step program does just that. After meeting with me and answering a series of written questions, I will prepare a complimentary customized written report that will show you how I recommend you achieve your goals. If you agree, I will then proceed to take the steps, on your behalf, to implement your customized plan. I then monitor your plan to be sure it is functioning as intended and make necessary changes, if any, as time goes by. I will periodically meet with you to review your life condition – physical and financial – and answer any questions or counsel you about any new developments or changes in your life.
Just as a plane needs a pilot or a train needs an engineer, I will be there for you to help make sure you are on the proper track and moving at the right speed. Assisting me in this endeavor is my administrative staff. These are people that are skilled and trained in supporting me in my service to you, and you will enjoy meeting them and working with them in the course of our relationship. And when you call, you will either hear a real person's live voice or be able to leave a message for a return call.