Anchor Pointe Wealth

Keys to a Successful Retirement

You have saved money for retirement throughout your working life. Now it's time to protect that money.

Many people are concerned that they may run out of money in retirement. Fortunately, there are strategies to simultaneously preserve your retirement assets and earn a reasonable return.**

Attend one of our educational retirement seminars to learn more, or contact us to set up a one-on-one appointment. We believe that the most important keys to a successful retirement are safety, a reasonable rate of return**, and simplicity.

Navigate retirement

Discover the Keys to a Successful Retirement

To make the right decisions regarding your financial strategy, you should have as much information as possible. Ask yourself: What happens to your money if the stock market crashes? Retirement is approaching, so you’ll need your money soon. If the market falls, you will most likely not have enough time to recover your losses. As a result, your priorities have most likely shifted, with safety now taking the top spot.

Our primary goal is to ensure clients’ long-term financial stability, and we can provide you with potential options to help the success of your retirement strategy. Our mission is to help clients understand the keys to a successful retirement.

Our Core 3 Principles

Safety First

Reasonable Rate of Return**

Keep it Simple

Why Choose Us

Safety First

If you’ve invested in the stock market, you’ve surely experienced some ups and downs. However, as you approach, or enter, retirement, your priorities are likely to shift. We believe that securing your finances should be your number one priority. If you agree with this, please contact us. We can show you ideas for strategies for protecting your money that you may not have considered before.

Reasonable Rate of Return**

After safety, your next priority should be to earn interest on your retirement savings. Do you have to sacrifice the potential of earning a reasonable rate of return** if your retirement strategy prioritizes safety? Short answer: no. Some annuities and life insurance policies may provide both of these benefits. These products offer reasonable interest rates** without exposing your money to the risks of the stock market.

Keep it Simple

Creating a retirement income strategy might be overwhelming. But, it doesn’t have to be. Even with the number of factors and options to consider in order to live well in retirement, there is still hope for a straightforward retirement strategy. Not only is it possible to streamline your strategy, but we believe that some of the best options out there are simple. You deserve a worry-free retirement, and you won’t get it if you have to spend all of your time worrying about the success of your approach. We can help you keep things simple. Contact us to learn more.

Contact us today

Your path to a confident retirement

Fill out the form to schedule a consultation or ask about our retirement strategy seminars.