RETIREMENT STRATEGIES

Keys to Successful Retirement Strategies

With costs of living rising, the increase in medical care, and other economic factors, retirement strategies are adapting. Also, people are now living well into their 90’s and even beyond age 100. This means that your retirement income now needs to last even longer.

While you’re still working and earning an income, you might decide to invest in the markets to grow your retirement savings. However, what happens when retirement arrives? The risks of the market may no longer be risks that you’re willing to take. That combined with the limited availability of traditional retirement income sources, such as defined benefit pension plan, means you may want to consider other options. If you’re looking for ways to secure and protect your principal while maintaining a reasonable rate of return, we can help.

Safe Strategies for Retirement

The financial markets often present challenging times to those trying to plan for their future. Uncertainties can make it difficult to feel good about retirement strategies. Limited availability of traditional retirement income sources, such as defined benefit pension plans, alongside increased costs of living, whether in the area of health care or simply because Americans are living longer, has placed a greater responsibility on Americans to save for their future.

We offer financial vehicles that are effective in providing potential for accumulation, growth and safety of principal in challenging times, and that can help you feel confident about your retirement savings strategies. Using the green line strategy, we help you ensure that you don't run out of money, regardless of what the market does.

Fixed Index Annuities (FIA)

Annuities can provide a guaranteed lifetime income. In addition, fixed annuities and fixed index annuities also provide protection of your principal, regardless of market conditions. In this way, both of these annuity types could help you secure your retirement savings.

INFO ON ANNUITIES

Indexed Universal Life Insurance (IUL)

In addition to providing lifetime income options, our practice also offers tax-free* income choices for retirees as well. Certain life insurance policies, such as indexed universal life insurance (IUL) may provide a way to take income during retirement, tax-free*.

INFO ON LIFE INSURANCE

Looking for Guidance?

Want someone to give your retirement strategy a second look? Want to protect your savings long-term? We’re here to help. We would love to have you attend one of our free Education Seminars or sit down with you to discuss your options. Contact us today to get started.

Let us help you secure your retirement!

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CONTACT INFO

30 E Clay Street, Suite 101,

Salem, VA 24153

Phone: 540-377-0583

OFFICE HOURS

Monday: 8:30 AM to 4:30 PM

Tuesday: 8:30 AM to 4:30 PM

Wednesday: 8:30 AM to 4:30 PM

Thursday: 8:30 AM to 4:30 PM

Friday: 8:30 AM to 12:30 PM

Saturday-Sunday: Closed

Blackwell Financial and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Blackwell Financial, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

By contacting Lisa D Blackwell VA Ins Lic #883770/Blackwell Financial, Inc. VA Ins Lic #153975, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.