IS YOUR RETIREMENT INCOME SAFE?
Financially speaking, what keeps you up at night?
Is your investment safe in a volatile market?
Is your house paid for?
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Product Subtitle
Ready for Anything
The Peace of Mind to Thrive
Do you believe your retirement plan is in good order?
What percentage of your investable assets are non-qualified (not an IRA or employer-sponsored retirement plan)?
Will you fall short of your retirement goal dollar amount?
Who We Are
Strategic Retirement Solutions is committed to accuracy and timing.
Not afraid to be different, we will tell you things many financial advisers won't.
We provide new information to maximize the value of what you have now - we don't just hope that your investments will grow.
We can make your retirement assets more secure.
Customer Testimonials:
The Word is Out!
“Strategic Retirement Solutions delivered professional support on a personal level. They were patient and explained all the details in a way that made it easy for me to understand.”
"I am retired, age 68, and believe in diversified investing. I have stocks in many sectors, and bonds with various maturities. I own real estate, riskier stocks, and more cash reserve than most retirees. 22% of my investable net worth is in the safety net investment recommended by Strategic Retirement Solutions. I am very glad it is."
“I felt that Strategic Retirement Solutions really cared that I be comfortable learning how money works. I had never thought about money this way before. I found them to be intelligent and perceptive. Their consultant was patient and answered all my questions. I highly recommend working with them.”
Products
Strategic Retirement Solutions is committed to accuracy and timing.
Not afraid to be different, we will tell you things your current financial adviser won't.
We provide new information to maximize the value of what you have now.
We don't just hope your investments will grow.
We can make your retirement assets, and therefore the future, more secure.
Equity Indexed Annuity
Product follows, in part, upward market trends, generally paying more than current safe money interest rates, but never going down when the markets go down. One-third of the last 109 years the market has gone down, sometimes dramatically. Avoiding those downturns and turning what might be a negative 17% (loss of investment) into a zero rate of return in any given year makes a big difference in the rate of return in your investment portfolio over a 10 year time period.
Dividend-Pay Whole Life Insurance
Dividend Paying Whole Life Insurance; funded in three years as if it had been purchased 20 years earlier; to withdraw some of its cash value for supplemental retirement income or to be recovered as a replacement asset at death, so you can spend money more freely while you are alive.
