Conservative Retirees and Those Planning for Retirement
The clients I work with want the freedom and security to enjoy a worry-free retirement. They want a retirement income they won’t outlive. They want to get their financial house in order and keep it that way. And they want an advisor they can trust to deliver independent, objective advice.
You will benefit most from my services if you are over 55, have experienced a career transition, are planning for retirement, or are recently retired. You are looking for objective advice about 401(k) rollovers, ROTH conversions, and retirement income planning. If you are single, widowed, or divorced, I have the unique insight and experience you are looking for.
My clients realize the skills and discipline they used to successfully save for retirement are far different from the skills and knowledge they need now. Turning savings into an income you won’t outlive involves making critical decisions that have long-ranging impact.
Where will you invest your money? Sudden money in the form of a lump sum distribution, 401k rollover, or inheritance may be overwhelming. How will you convert these funds into a dependable income that will replace a steady paycheck? Like the smart driver who stops to ask for directions, the clients who work with me realize leveraging the skills of an experienced, trusted advisor will likely save them time, money, and frustration.
The conservative clients I work with seek and value
professional advice and guidance.
Bottom line? The savvy people I work with want to end information overload and gain the confidence and clarity to make wise retirement decisions.
Avoid Costly, Often Irreversible, Retirement Mistakes
My clients want to make smart choices about their money. The people I work with:
- Want a relationship with a trusted advisor who listens, understands, cares, and guides.
- Need a retirement specialist who has the experience, ethics, and knowledge to help.
- Look for customized solutions, based on their individual needs and dreams.
- Are knowledgeable, but prefer to partner with an advisor.
- Value the truth … no matter how uncomfortable.
- Want objective and independent advice.
- Want to minimize risk and protect assets.
- Want an income they won’t outlive.
- Desire ongoing communications.
- Want a plan (and a planner).
- Are conservative.
- Will act.
- Have wisely accumulated over $500,000 of retirement assets.
“If you have built castles in the air, your work need not be lost;
that is where they should be.
Now put the foundations under them.”
Henry David Thoreau
Ready to design your personal retirement MAP?
I’ll help you build the foundation you need to provide you with the best opportunity to fulfill your dream and build your castle. Contact me.
NEXT: What I Believe
Want to learn more? Go back to About Canton, Ohio retirement planner, Lynn Shepherd, CFP®
