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Making your money last as long as it needs to.

Many retirement planners focus on the accumulation phase, helping you save for your future. They highlight their expertise in investing, gauging your risk tolerance level, designing a diverse portfolio, detailing the pros and cons of stocks and bonds.

Few, however, put as much thought into what happens when you start drawing that money out, a potentially dangerous time. People are living longer. Studies show that there is a nearly one in four chance you or your spouse will live until you’re 90 years old. (Source: The Hamilton Project, Ten Economic Facts about Financial Well-Being in Retirement, Jun 2015)

In the meantime, inflation chews away at fixed incomes, healthcare costs keep rising, and even the timing of your retirement can play a major role in how much money you have available to spend.

It’s called “Longevity Risk”, and it should be a consideration for any retirement plan, no matter how old you are when you start thinking about it.

So the question becomes how to make sure your money provides you with a comfortable lifestyle for as long as your retirement lasts?

The answer is easy: Click here to connect with an advisor today.

Allegis Financial Partners emphasizes an approach that can potentially increase your retirement income by 30 to 50 percent.

We call it our bucket strategy, and it’s designed to help your retirement plan be less vulnerable to market swings through separate elements that provide for guaranteed income, protected principal, and liquid investments like conservative mutual funds.

What’s the best way to meet your retirement goals?

Call us at 866-271-0215 or fill out this form to set up an appointment with one of our trained, experienced financial advisors.

If you’d like to explore our retirement strategies further before you call, including addressing sequence of returns risk and guaranteed retirement income strategies, click here.

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA SIPC. Allegis Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
Allegis Financial Partners is authorized to conduct life insurance and securities business in Idaho and may be licensed in other states. Allegis Financial Partners cannot conduct life insurance or securities business in states in which we are not licensed.
This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Allegis Financial Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Guarantees are subject to the claims paying ability of the issuing insurance company.
Allegis Financial Partners is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.
Investing involves risk which includes potential loss of principal.

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