Retirement Plan Review
INVESTMENT, RETIREMENT, AND ESTATE PLANNING STRATEGIES
Are you concerned or unsure about the following risks to your retirement?
Stock Market Risk
How can your sequence of investment returns affect your retirement success? Will a big loss in your portfolio mean you have to substantially alter your standard of living?
Will you live too long? Life expectancies doubled in the 20th century and continue to improve. Will living too long lead to you running out of money?
The rise in the cost of healthcare has far outpaced inflation and workers’ earnings over the last few decades. Are you planning on these costs eating into your retirement nest egg?
Although inflation has averaged between 2-3% since the 1990s, we experienced periods above 10% in the 1970s and 80s. Will the continued rise in the cost of living devour your retirement assets?
Non-Investment Income Risk
How “guaranteed” are your pension and Social Security? Will the loss or reduction of one or both of these cripple your retirement plan? Plan for this contingency to help ensure retirement success.
Will you have the money you need at your scheduled retirement? Will poorly planned or poorly timed withdrawals lead to you running out of funds?
Get a Retirement Plan Review with Soren T. Christensen, CFP®, ChFC®:
Soren T. Christensen is the Manager and CEO of Advanced Wealth Advisors, LLC. He has over ten years of experience in the financial services industry and is a Certified Financial Planner™ – a designation that comes with extensive training in investment planning, retirement planning, estate planning, insurance, taxes, and employee benefits. Only 17% of all financial advisors in the industry can claim this distinction. As a result of his considerable experience and knowledge, Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and the Naples Daily News.
Soren represents clients across the country as a comprehensive investment, retirement, and estate planning advisor. His goals are to grow and preserve the wealth that will be used throughout his clients’ retirement as well as to reduce, to the greatest extent possible, the tax burden on that wealth when it is passed to the next generation.
Soren’s ultimate goal is to ensure that the possessions that comprise one’s life’s work—businesses, personal residences and property, and any savings or investments—are enhanced and protected during his clients’ lives and that they pass on to the next generation in their entirety.
How to schedule your Retirement Plan Review
Click here to request your Retirement Plan Review and one of our staff members will follow up with you shortly to schedule your appointment. Or call us at 239-455-1100 Mon-Fri 9 a.m. to 5 p.m.