Whether you are an active retiree looking for a way to preserve your hard-earned wealth while maintaining the lifestyle you planned for, or a not-so-active retiree concerned about potential health care expenses in the future, people just like you rely on Jim Byrd and the team at Safe Harbor Financial to make sure they won’t run out of money in retirement.
Don’t Run Out of Money Before You Run Out of Life
Maintaining financial independence and the desire to continue an active lifestyle is what motivates many of our clients. Whether your retirement calendar is filled with church, enjoying a cruise, dancing, golfing, joining friends for dinner, taking in a concert or a sporting event or taking your grandchildren to a movie, you deserve to know you’ll remain financially able to maintain your active lifestyle.
The last thing retirees should have to worry about is affording the health care they need. Sooner or later, even the healthiest among us may need additional health care resources. In today’s high-cost health care world, the need for long-term medical care and/or assistance doesn’t have to significantly impact your ability to remain financially independent.
Our clients rely on us to provide the financial tools to help prepare for the expenses associated with a health emergency or long-term health care needs. We’ll work with you to design the retirement strategy you want — one that helps keep you on the path toward financial confidence and independence, regardless of the health challenges you may one day face.
Safe Harbor Financial is here for you. Here are some of the typical things clients consult us for:
- Information around health care needs and costs, plus retiree health insurance options
- Income generating investment vehicles, including hybrid annuities
- Tax reduction strategies and review of the tax rates and living expenses for your target retirement location
- The impact of part-time work and/or other sources of additional income on your required minimum distributions (RMDs)
Contact us to schedule a consultation (always free) and learn more about how we can make your retirement dreams a reality.