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Retirement Planning for Individuals / Lump-Sum Distribution Planning Retirement Planning is a primary goal for virtually every working person. Funding a comfortable retirement has become a greater challenge as life expectancies increase and employer provided pensions become less certain for many. The investment of Lump-Sum Distributions from Retirement Plans is often the largest single investment decision an individual makes in their lifetime. If this money is invested too conservatively, inflation will erode the purchasing power, resulting in an inadequate income in later years. If it is invested too aggressively, the principle is put at undue risk. For the individual commencing retirement, this decision comes at a time when there is rarely the opportunity to earn back investment losses caused by poor investments choices. For individuals who are changing jobs mid-career, Lump-Sum Distributions represent an opportunity to build a retirement fund that can go a long way toward making them financially secure. We are sensitive to the needs of prospective retirees to thoroughly evaluate the investment decisions that must be made. We understand that time is required to reach these decisions. Often, over a period of weeks, we spend many hours helping prospective retirees reach decisions that are appropriate and comfortable for them.
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Securities offered
through Centaurus Financial, Inc., a Registered Broker/Dealer, Member
FINRA/SIPC |