Our Process | American Financial Security

Catching every dollar that’s available

Income Planning for Retirement

Once you’ve decided to get the Green Box and place your savings in a Lifetime Income Retirement Account (L-IRA), we quickly move forward to execute your request. By following a precise and methodical process, you’re ensured that nothing is left to chance. After all, you only get one shot at retirement, so let’s do this right!

Whether you’re a few years away or already retired, we’ll help you catch every dollar that’s available to maximize the size of your nest egg. Then we show you how to retire with enough guaranteed lifetime income to cover your basic living expenses and how to optimize the rest of your portfolio. We believe that everyone deserves to feel secure knowing they have a strategy in place that will see them through their Golden Years of life.

4 levels of a solid Financial House

The overall stability and strength to financial security always starts by having a rock solid foundation. This is income that’s guaranteed to last your lifetime… like Social Security and a Pension.

What would you like your retirement paycheck to be? The Income Gap converts savings into income to pay for the shortfall that Social Security and a Pension doesn’t cover. This is done using the Lifetime Income Retirement Account (L-IRA).

Once you have your lifestyle income covered, any remaining savings can be protected from market loss, by transferring that risk to the Life Insurance Company and getting additional Fixed Index Annuities that grow your money for the future.

Some people chose not to keep all their eggs in one basket. Here is where you decide if you want to accept the risks that come by keeping a portion of your savings in investments like the Stock Market, Mutual Funds, ETF’s, etc.

Our Retirement Income Planning Process

1 - Connection Visit

We’ll have a conversation to learn in great detail about your retirement concerns, dreams and goals. Nothing should be left undiscovered or unaddressed.

2 - Discovery Meeting

Using the information gathered from our first visit, we can begin to outline the possibilities and exciting opportunities available to you during retirement.

3 - Design Session

Together, we’ll craft a financial strategy designed to help you live out your dream retirement with confidence, passion and purpose.

4 - Implement The Plan

The Retirement Plan we’ve crafted together is now helping you to Live the American Dream, where what was once just a possibility, is now your reality.

Virtual Meetings

Talking with us about your Financial Security in Retirement has never been easier. We meet with people from all around the country and from all walks of life. Regardless of how long our discussions take, we’ll meet anytime it’s convenient for you.

Most people to chose to meet virtually. By using your favorite computer device, we’ll communicate and collaborate via the virtual meeting space. Whether that’s the boardroom, the lunchroom or your home living room, we’re ready.

Are you ready to move forward?

To schedule a time for us to meet whether in person or over the internet, just click on the button.

A simple form will open that will ask for your contact information, and what you’d like to discuss.

We promise to reply in a timely manner and look forward to hearing from you soon!

Let's Go!