Are you ready?
To protect not
only your assets,
but your lifestyle?
What is your greatest concern in Retirement?
• Taxes
• Inflation
• Protected Income
• Long Term Care
• Market Losses
• Medical problems
The Correct answer?
All of the above.
At Goodrum Financial.
We have the position that if anything can adversely affect your assets.
We need to plan for it and protect against it.
Do you have plans of retiring some day?
Or maybe you have already taken the leap into retirement.
What is your
idea of retirement?
A truly enjoyable retirement does not happen by mere chance.
It is planned for
What we do -
We protect you
To fully enjoy your retirement and enjoy your ideal retirement. Any stress or other concerns need to be removed.
Life is full of wondrous times But along with those times,
are a few bumps.
Some you may already know.
Others, you may not be aware of.
We plan for them.
As a Certified RICP, we look at all factors of your retirement. First, to protect you, by using proven safe concepts.
Some will refer to this as a Holistic Approach.
RICP:
Retirement Income Certified Professional
We need to talk. Safety of the Retirement Assets. Removing any stress. Maintaining my Lifestyle sounds good.
Parts of the ideal retirement plan
The strategies we incorporate into our clients plan.
SAFETY
PROTECT THE PRINCIPAL
Tax Efficiency
Protected Lifetime Income
Increasing Income
Avoiding Market Volatility
Attain good returns without any losses
Avoid maintenance fee’s
Arrange for future transfers of assets to heirs.
We highly recommend receiving this brochure.
A quick guide to the “Bumps” that we have seen arise in ones retirement. It is a look at what can derail one’s retirement plans. A thought provoking discussion for you.
This is a useful guide as I have seen everyone of them occur with clients.
Richard Goodrum, RICP
352.787.5061
877.822.3102
