Strength Through Growth
Keys to a Successful Retirement
At Safe Retirement Solutions, we work with our clients to learn about options for keeping their retirement savings safe.
Are there keys to a successful retirement?
We help explore options for keeping money safe. And, we give you strategies for protecting your money in retirement. We’ve seen clients use 3 specific key ideas to help them have the retirement they want:
First - Safety
If your principal is kept safe, how might that help your retirement?
Reasonable Rates of Return**
Can you get a reasonable rate of return** and still keep money safe?
Simple Might Be Better
Do you fully understand your retirement options?
It’s Your Savings - Protect It
Have you ever thought about what would happen if you ran out of money? Most retirees have. So, what are the keys to a successful retirement? When you know your options for protecting some of your money, you may feel more confident about your future. In addition, some options allow you to also see a reasonable rate of return, over time. That means you may be able to not only protect your savings, but receive some income from your money as well. Protection of assets is certainly one of the keys to a successful retirement. Indeed, that’s why we cover that topic in our complimentary seminars. Or, you may contact us to schedule an in-person meeting, just for you. Have questions about how to protect your savings in retirement? Let’s chat.
Income and Retirement
Are there ways to ensure an income in retirement without losing your savings? You may have heard the term “income for life.” However, maybe you’re not sure what options are available for lifetime income. That’s ok. We’re here to help. Find out some options you may have for income in retirement. We are here with information you can use to help make the decisions that are right for you.
About Safe Retirement Solutions
Shelly Logan has been in the financial and insurance services industry since 1997
For three decades, Shelly has helped retirees understand more options that may be available to them. Of course, retirement should be a time of comfort and enjoyment.
To help you learn more ways to do that, Shelly can show you ways to keep your hard-earned money. In fact, even in retirement when you need income, there may be ways to protect your principal.
Do you have “Safe Retirement Solutions” when it comes to your money? Do you know all your options for the keys to a successful retirement? We’re here to help you understand some options you may not have thought of. For example, could securing your principal be possible? Would the financial markets impact this? Do you have a way to keep your money yet potentially see a reasonable rate of return, over time? These questions may be answered by meeting with us.
Your Choices, Your Retirement
No one knows what may happen in the future. Especially when it comes to the financial world. Yet, it may be important to know that you have options. For example, insurance companies may offer products that could be useful as part of your retirement. Of course, product offerings vary. Plus, the companies have different ratings as well. We believe in helping our clients to keep things simple. Additionally, we believe you are in control of your retirement. Therefore, your retirement should be about your choices.
A COMPLIMENTARY MEAL & INFORMATION
What are your “Keys to a Successful Retirement?”
Join Us for a Complimentary Seminar
Safe Retirement Solutions hosts seminars about protecting your money (and other topics, too) right here in Ohio. Guests enjoy a complimentary dinner and learn about different retirement options. We’ll discuss what risk may mean for you in retirement. In addition, we’ll cover how some retirees protect their savings. Finally, we review some options for leaving a legacy and protecting your wealth. Contact us to reserve a seat at one of our events.
01.
Let's Talk About Safety
When you are still working, perhaps risking your money is ok. However, once you’re not working anymore, things may change. You might have money you were wiling to risk before. Now, you may want to protect that money instead. If you don’t have time left to wait out certain risks, you may wish to save your money rather than risk it. Safety may be one of the keys to a successful retirement for you.
02.
R + R + R
Some options in retirement do allow you to have the three R’s: reasonable, rate, return, over time. In fact, there may be ways to protect your money and also see a reasonable rate of return, over time. If you have some of your money you wish to keep safe, doesn’t it make sense to look for a reasonable rate of return over time?
03.
Simple (Could be) Better
When things make sense, there is clarity. Having a simple strategy for some of your money in retirement makes things clear. Instead of spending time watching your money, you may discover ways to keep money protected. Then, you don’t need to watch it so much. Simplicity can mean peace of mind and feeling good about where your money is at any given time.
